Ridgeline Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History
Ridgeline Wealth, LLC
- $123 Billion
- Q4 2024
A detailed history of Ridgeline Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 35,622 shares of SCHZ stock, worth $807,906. This represents 0.66% of its overall portfolio holdings.
Number of Shares
35,622Holding current value
$807,906% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
665Shares Held
153MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$266 Million0.02% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$148 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$142 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA5.07MShares$115 Million0.24% of portfolio