1900 Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
1900 Wealth Management LLC
- $1.11 Billion
- Q4 2024
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 11,458 shares of SCHZ stock, worth $265,023. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,458
Previous 5,185
120.98%
Holding current value
$265,023
Previous $246,000
5.69%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding SCHZ
# of Institutions
684Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio