Regimen Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History
Regimen Wealth, LLC
- $306 Billion
- Q4 2024
A detailed history of Regimen Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 12,434 shares of SCHZ stock, worth $285,608. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,434
Previous 6,011
106.85%
Holding current value
$285,608
Previous $286 Million
1.19%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
680Shares Held
163MCall 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$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio