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 $59,886. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,622
Previous 1,297
102.16%
Holding current value
$59,886
Previous $61,000
3.28%
% of portfolio
0.02%
Previous 0.02%
Shares
21 transactions
Others Institutions Holding SCHZ
# of Institutions
648Shares Held
124MCall Options Held
100Put Options Held
0-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio