Impact Partnership Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Impact Partnership Wealth, LLC

$495 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$43.09 - $46.83 $10,901 - $11,847	253 New	253 $11.8 Million

Others Institutions Holding SCHZ

# of Institutions

675

Shares Held

162M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$268 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$198 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$149 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$144 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$135 Million
11.76% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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