Code Waechter LLC Schwab Us Aggregate Bond ETF Transaction History
Code Waechter LLC
- $114 Million
- Q4 2024
A detailed history of Code Waechter LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Code Waechter LLC holds 12,403 shares of SCHZ stock, worth $287,501. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,403
Previous 6,218
99.47%
Holding current value
$287,501
Previous $295,000
4.75%
% of portfolio
0.25%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 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