Vsm Wealth Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
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 176,259 shares of SCHZ stock, worth $4.08 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
176,259
Previous 176,358
0.06%
Holding current value
$4.08 Million
Previous $4 Billion
1.97%
% of portfolio
1.47%
Previous 1.43%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
706Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio