Aveo Capital Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Aveo Capital Partners, LLC
- $856 Million
- Q4 2024
A detailed history of Aveo Capital Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 14,812 shares of SCHZ stock, worth $343,342. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,812
Previous 5,788
155.91%
Holding current value
$343,342
Previous $275,000
22.18%
% of portfolio
0.04%
Previous 0.03%
Shares
3 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