Sonoma Private Wealth LLC Schwab Us Aggregate Bond ETF Transaction History
Sonoma Private Wealth LLC
- $61.9 Billion
- Q4 2024
A detailed history of Sonoma Private Wealth LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 30,186 shares of SCHZ stock, worth $698,805. This represents 1.11% of its overall portfolio holdings.
Number of Shares
30,186
Previous 12,330
144.82%
Holding current value
$698,805
Previous $586 Million
16.95%
% of portfolio
1.11%
Previous 0.91%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
683Shares 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$137 Million11.76% of portfolio