Bedell Frazier Investment Counseling, LLC Schwab Us Aggregate Bond ETF Transaction History
Bedell Frazier Investment Counseling, LLC
- $414 Million
- Q2 2024
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
629Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$781 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$130 Million0.02% of portfolio
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Avantax Planning Partners, Inc.3.4MShares$78.5 Million5.0% of portfolio
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Charles Schwab Trust CO2.9MShares$67 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.8 Million17.53% of portfolio