Twin Peaks Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 9,456 shares of SCHZ stock, worth $218,244. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,456Holding current value
$218,244% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
686Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio