Smart Portfolios, LLC Schwab Us Aggregate Bond ETF Transaction History
Smart Portfolios, LLC
- $91.2 Million
- Q3 2024
A detailed history of Smart Portfolios, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Smart Portfolios, LLC holds 32,140 shares of SCHZ stock, worth $730,220. This represents 1.67% of its overall portfolio holdings.
Number of Shares
32,140
Previous 32,140
-0.0%
Holding current value
$730,220
Previous $1.46 Million
4.3%
% of portfolio
1.67%
Previous 1.61%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
94.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio