Walker Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Walker Financial Services, Inc.
- $148 Billion
- Q3 2024
A detailed history of Walker Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Walker Financial Services, Inc. holds 9,104 shares of SCHZ stock, worth $208,663. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,104
Previous 9,980
8.78%
Holding current value
$208,663
Previous $455 Million
4.9%
% of portfolio
0.29%
Previous 0.36%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$775 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$129 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$77.9 Million5.0% 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