Cwc Advisors, Llc. Schwab Us Aggregate Bond ETF Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cwc Advisors, Llc. holds 15,841 shares of SCHZ stock, worth $363,075. This represents 0.74% of its overall portfolio holdings.

Number of Shares

15,841

Holding current value

$363,075

% of portfolio

0.74%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$45.2 - $47.87 $716,013 - $758,308	15,841 New	15,841 $753 Million

Others Institutions Holding SCHZ

# of Institutions

630

Shares Held

110M

Call Options Held

100

Put Options Held

1.8K

Charles Schwab Investment Management Inc San Francisco, CA

33.8M
Shares

$775 Million
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

5.64M
Shares

$129 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.4M
Shares

$77.9 Million
5.0% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.3 Million
17.53% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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