Sterling Investment Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Sterling Investment Management, LLC
- $126 Million
- Q2 2024
A detailed history of Sterling Investment Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sterling Investment Management, LLC holds 29,521 shares of SCHZ stock, worth $1.4 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
29,521
Previous 28,802
2.5%
Holding current value
$1.4 Million
Previous $1.32 Million
1.59%
% of portfolio
1.07%
Previous 0.98%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio