Vsm Wealth Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History
Vsm Wealth Advisory, LLC
- $280 Billion
- Q4 2024
A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 176,358 shares of SCHZ stock, worth $4.03 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
176,358Holding current value
$4.03 Million% of portfolio
1.43%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
649Shares Held
125MCall Options Held
100Put Options Held
0-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
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Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio