St. Johns Investment Management Company, LLC Schwab Us Aggregate Bond ETF Transaction History

St. Johns Investment Management Company, LLC

$213 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 27, 2020	SELL	$54.35 - $56.24 $2,934 - $3,036	-54 Closed	0 $0
Q2 2018 Jul 18, 2018	BUY	N/A	7 Added 14.89%	54 $3,000
Q4 2017 Jan 16, 2018	SELL	N/A	-913 Reduced 95.1%	47 $2,000
Q3 2017 Oct 17, 2017	BUY	N/A	960	960 $50,000

Others Institutions Holding SCHZ

# of Institutions

627

Shares Held

81.7M

Call Options Held

100

Put Options Held

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$145 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95.1 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.9 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.3 Million
17.53% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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