Wealth Collab, LLC Schwab Us Aggregate Bond ETF Transaction History
Wealth Collab, LLC
- $153 Billion
- Q3 2024
A detailed history of Wealth Collab, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Collab, LLC holds 10,321 shares of SCHZ stock, worth $234,596. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,321
Previous 10,321
-0.0%
Holding current value
$234,596
Previous $470 Million
4.26%
% of portfolio
0.32%
Previous 0.34%
Shares
1 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$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio