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 $235,628. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,321
Previous 10,321
-0.0%
Holding current value
$235,628
Previous $470 Million
4.26%
% of portfolio
0.32%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
639Shares Held
111MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio