Signature Estate & Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Signature Estate & Investment Advisors LLC
- $4.32 Billion
- Q3 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 173,117 shares of SCHZ stock, worth $3.93 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
173,117
Previous 162,551
6.5%
Holding current value
$3.93 Million
Previous $7.41 Million
11.03%
% of portfolio
0.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio