Twele Capital Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Twele Capital Management, Inc.
- $476 Million
- Q3 2024
A detailed history of Twele Capital Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Twele Capital Management, Inc. holds 26,181 shares of SCHZ stock, worth $613,682. This represents 0.26% of its overall portfolio holdings.
Number of Shares
26,181
Previous 25,722
1.78%
Holding current value
$613,682
Previous $1.17 Million
6.14%
% of portfolio
0.26%
Previous 0.27%
Shares
29 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
109MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$792 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$132 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$79.7 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$68 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62.9 Million0.03% of portfolio