Western Financial Corp/Ca Schwab Us Aggregate Bond ETF Transaction History
Western Financial Corp/Ca
- $172 Billion
- Q1 2025
A detailed history of Western Financial Corp/Ca transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Western Financial Corp/Ca holds 33,822 shares of SCHZ stock, worth $770,126. This represents 0.46% of its overall portfolio holdings.
Number of Shares
33,822
Previous 37,048
8.71%
Holding current value
$770,126
Previous $841 Million
6.86%
% of portfolio
0.46%
Previous 0.46%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$279 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$167 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$157 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$155 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$123 Million10.66% of portfolio