Sound Income Strategies, LLC Schwab Us Aggregate Bond ETF Transaction History
Sound Income Strategies, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Sound Income Strategies, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sound Income Strategies, LLC holds 741 shares of SCHZ stock, worth $16,739. This represents 0.0% of its overall portfolio holdings.
Number of Shares
741Holding current value
$16,739% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
631Shares Held
83.2MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$143 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$93.8 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$70.8 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$65.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.3 Million17.53% of portfolio