Balentine LLC Schwab Us Aggregate Bond ETF Transaction History
Balentine LLC
- $2.3 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
638Shares Held
110MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio