Syon Capital LLC Schwab Us Aggregate Bond ETF Transaction History
Syon Capital LLC
- $1.13 Trillion
- Q3 2024
A detailed history of Syon Capital LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Syon Capital LLC holds 85,778 shares of SCHZ stock, worth $1.95 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
85,778
Previous 76,313
12.4%
Holding current value
$1.95 Million
Previous $3.48 Billion
17.19%
% of portfolio
0.36%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio