Valued Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
A detailed history of Valued Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 52 shares of SCHZ stock, worth $1,206. This represents 0.0% of its overall portfolio holdings.
Number of Shares
52Holding current value
$1,206% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
689Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% 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$126 Million10.66% of portfolio