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 $4.08 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
176,358Holding current value
$4.08 Million% of portfolio
1.43%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
687Shares Held
167MCall 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$200 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$151 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