Parkshore Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Parkshore Wealth Management, Inc.
- $245 Billion
- Q3 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 10,014 shares of SCHZ stock, worth $234,327. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,014
Previous 10,008
0.06%
Holding current value
$234,327
Previous $233 Million
1.05%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio