Wealth Collab, LLC Schwab Us Aggregate Bond ETF Transaction History
Wealth Collab, LLC
- $136 Billion
- Q2 2024
A detailed history of Wealth Collab, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Collab, LLC holds 10,321 shares of SCHZ stock, worth $238,311. This represents 0.35% of its overall portfolio holdings.
Number of Shares
10,321
Previous 10,321
-0.0%
Holding current value
$238,311
Previous $475 Million
-0.0%
% of portfolio
0.35%
Previous 0.35%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
629Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$781 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$130 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.5 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$67 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62 Million0.03% of portfolio