Udine Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History

Udine Wealth Management, Inc.

$140 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 26, 2022	BUY	$44.98 - $49.09 $2.34 Million - $2.56 Million	52,133 New	52,133 $0

Others Institutions Holding SCHZ

# of Institutions

629

Shares Held

83.3M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$142 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$93.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$70.5 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.2 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.1 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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