Sea Crest Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Sea Crest Wealth Management, LLC
- $858 Million
- Q2 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 39,272 shares of SCHZ stock, worth $1.87 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
39,272
Previous 39,918
1.62%
Holding current value
$1.87 Million
Previous $1.84 Million
2.51%
% of portfolio
0.21%
Previous 0.23%
Shares
27 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio