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 $2.63 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
114,707
Previous 62,251
84.27%
Holding current value
$2.63 Million
Previous $2.96 Billion
11.98%
% of portfolio
1.94%
Previous 2.28%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
679Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio