Seven One Seven Capital Management Schwab Us Aggregate Bond ETF Transaction History
Seven One Seven Capital Management
- $2.17 Billion
- Q4 2023
A detailed history of Seven One Seven Capital Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Seven One Seven Capital Management holds 5,433 shares of SCHZ stock, worth $258,719. This represents 11.47% of its overall portfolio holdings.
Number of Shares
5,433
Previous 59,699
90.9%
Holding current value
$258,719
Previous $2.64 Million
9331.63%
% of portfolio
11.47%
Previous 6.2%
Shares
12 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