Trustcore Financial Services, LLC Schwab Us Aggregate Bond ETF Transaction History
Trustcore Financial Services, LLC
- $1.13 Billion
- Q4 2022
A detailed history of Trustcore Financial Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Trustcore Financial Services, LLC holds 409 shares of SCHZ stock, worth $18,535. This represents 0.0% of its overall portfolio holdings.
Number of Shares
409
Previous 409
-0.0%
Holding current value
$18,535
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.46 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$203 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$163 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$156 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$116 Million0.03% of portfolio