Worth Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Worth Asset Management, LLC
- $154 Million
- Q1 2024
A detailed history of Worth Asset Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Worth Asset Management, LLC holds 6,024 shares of SCHZ stock, worth $275,838. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,024
Previous 9,573
37.07%
Holding current value
$275,838
Previous $446,000
37.89%
% of portfolio
0.18%
Previous 0.33%
Shares
8 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$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio