Townsend Asset Management Corp Schwab Us Aggregate Bond ETF Transaction History
Townsend Asset Management Corp
- $273 Million
- Q4 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 2,622 shares of SCHZ stock, worth $60,017. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,622
Previous 1,297
102.16%
Holding current value
$60,017
Previous $61,000
3.28%
% of portfolio
0.02%
Previous 0.02%
Shares
21 transactions
Others Institutions Holding SCHZ
# of Institutions
673Shares Held
161MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 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