Fort Vancouver Investment Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Fort Vancouver Investment Management, LLC
- $116 Billion
- Q3 2024
A detailed history of Fort Vancouver Investment Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fort Vancouver Investment Management, LLC holds 431 shares of SCHZ stock, worth $9,788. This represents 0.02% of its overall portfolio holdings.
Number of Shares
431
Previous 431
-0.0%
Holding current value
$9,788
Previous $19.6 Million
4.26%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
100MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio