Wealth Enhancement Trust Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Wealth Enhancement Trust Services, Inc.
- $792 Billion
- Q4 2025
A detailed history of Wealth Enhancement Trust Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Enhancement Trust Services, Inc. holds 3,077 shares of SCHZ stock, worth $72,001. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,077Holding current value
$72,001% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
717Shares Held
181MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
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Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
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Charles Schwab Trust CO6.22MShares$145 Million9.9% of portfolio