Townsend Asset Management Corp Schwab Us Aggregate Bond ETF Transaction History
Townsend Asset Management Corp
- $258 Million
- Q2 2024
A detailed history of Townsend Asset Management Corp transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Townsend Asset Management Corp holds 1,503 shares of SCHZ stock, worth $70,971. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,503
Previous 1,889
20.43%
Holding current value
$70,971
Previous $86,000
20.93%
% of portfolio
0.03%
Previous 0.03%
Shares
19 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$266 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$160 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$122 Million16.7% of portfolio