Wealth Collab, LLC Schwab Us Aggregate Bond ETF Transaction History
Wealth Collab, LLC
- $136 Billion
- Q1 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 $470,431. This represents 0.35% of its overall portfolio holdings.
Number of Shares
10,321
Previous 10,321
-0.0%
Holding current value
$470,431
Previous $481 Million
1.33%
% of portfolio
0.35%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$204 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$164 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio