Steele Capital Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Steele Capital Management, Inc.
- $1.92 Trillion
- Q1 2025
A detailed history of Steele Capital Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Steele Capital Management, Inc. holds 10,757 shares of SCHZ stock, worth $249,562. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,757Holding current value
$249,562% of portfolio
0.01%Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
690Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio