Vsm Wealth Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History
Vsm Wealth Advisory, LLC
- $280 Billion
- Q4 2024
A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 176,358 shares of SCHZ stock, worth $4 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
176,358Holding current value
$4 Million% of portfolio
1.43%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
665Shares Held
153MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$266 Million0.02% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$148 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$142 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA5.07MShares$115 Million0.24% of portfolio