Whelan Financial Schwab Us Aggregate Bond ETF Transaction History
Whelan Financial
- $224 Million
- Q2 2024
A detailed history of Whelan Financial transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Whelan Financial holds 5,722 shares of SCHZ stock, worth $272,481. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,722
Previous 5,846
2.12%
Holding current value
$272,481
Previous $268,000
2.99%
% of portfolio
0.12%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio