Steward Partners Investment Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,699 shares of SCHZ stock, worth $80,957. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,699
Previous 2,560
33.63%
Holding current value
$80,957
Previous $117,000
34.19%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding SCHZ
# of Institutions
624Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio