Wakefield Asset Management Lllp Schwab Us Aggregate Bond ETF Transaction History
Wakefield Asset Management Lllp
- $294 Million
- Q3 2024
A detailed history of Wakefield Asset Management Lllp transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wakefield Asset Management Lllp holds 150,414 shares of SCHZ stock, worth $3.45 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
150,414
Previous 135,157
11.29%
Holding current value
$3.45 Million
Previous $6.16 Million
16.02%
% of portfolio
2.43%
Previous 2.26%
Shares
25 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.2 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio