Wbh Advisory Inc Schwab Us Aggregate Bond ETF Transaction History
Wbh Advisory Inc
- $980 Million
- Q2 2024
A detailed history of Wbh Advisory Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wbh Advisory Inc holds 38,123 shares of SCHZ stock, worth $1.79 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
38,123
Previous 35,804
6.48%
Holding current value
$1.79 Million
Previous $1.65 Million
5.53%
% of portfolio
0.18%
Previous 0.17%
Shares
27 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio