1900 Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
1900 Wealth Management LLC
- $1.1 Billion
- Q1 2025
A detailed history of 1900 Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, 1900 Wealth Management LLC holds 10,020 shares of SCHZ stock, worth $229,758. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,020
Previous 11,458
12.55%
Holding current value
$229,758
Previous $260,000
11.15%
% of portfolio
0.02%
Previous 0.02%
Shares
19 transactions
Others Institutions Holding SCHZ
# of Institutions
686Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio