Stonekeep Investments, LLC Schwab Us Aggregate Bond ETF Transaction History
Stonekeep Investments, LLC
- $134 Billion
- Q4 2024
A detailed history of Stonekeep Investments, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Stonekeep Investments, LLC holds 114,707 shares of SCHZ stock, worth $2.6 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
114,707
Previous 62,251
84.27%
Holding current value
$2.6 Million
Previous $2.96 Billion
11.98%
% of portfolio
1.94%
Previous 2.28%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
100MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio