Wealthgarden F.S. LLC Schwab Us Aggregate Bond ETF Transaction History
Wealthgarden F.S. LLC
- $94.9 Billion
- Q2 2024
A detailed history of Wealthgarden F.S. LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 7,038 shares of SCHZ stock, worth $162,437. This represents 0.34% of its overall portfolio holdings.
Number of Shares
7,038Holding current value
$162,437% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
631Shares Held
112MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$780 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY6.33MShares$146 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.4 Million5.0% of portfolio
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Charles Schwab Trust CO2.9MShares$66.9 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.7 Million17.53% of portfolio