Wealth Alliance Schwab Us Aggregate Bond ETF Transaction History
Wealth Alliance
- $818 Million
- Q3 2024
A detailed history of Wealth Alliance transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Alliance holds 9,105 shares of SCHZ stock, worth $206,410. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,105
Previous 9,542
4.58%
Holding current value
$206,410
Previous $434,000
0.46%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.1 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.1 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.8 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.6 Million17.53% of portfolio