Shearwater Capital LLC Schwab Us Aggregate Bond ETF Transaction History
Shearwater Capital LLC
- $136 Million
- Q2 2024
A detailed history of Shearwater Capital LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Shearwater Capital LLC holds 21,249 shares of SCHZ stock, worth $996,153. This represents 0.71% of its overall portfolio holdings.
Number of Shares
21,249
Previous 21,249
-0.0%
Holding current value
$996,153
Previous $977,000
0.92%
% of portfolio
0.71%
Previous 0.72%
Shares
8 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$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio