Strategic Blueprint, LLC Schwab Us Aggregate Bond ETF Transaction History
Strategic Blueprint, LLC
- $1.32 Billion
- Q1 2024
A detailed history of Strategic Blueprint, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Strategic Blueprint, LLC holds 56,310 shares of SCHZ stock, worth $2.58 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
56,310
Previous 66,190
14.93%
Holding current value
$2.58 Million
Previous $3.09 Million
16.05%
% of portfolio
0.2%
Previous 0.26%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
604Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$164 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio