Talisman Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Talisman Wealth Advisors LLC
- $97.5 Million
- Q1 2025
A detailed history of Talisman Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 10,103 shares of SCHZ stock, worth $229,136. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,103Holding current value
$229,136% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$278 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$167 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$157 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$154 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$123 Million10.66% of portfolio