Bestgate Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Bestgate Wealth Advisors, LLC
- $49.8 Billion
- Q4 2024
A detailed history of Bestgate Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 178,094 shares of SCHZ stock, worth $4.12 Million. This represents 8.11% of its overall portfolio holdings.
Number of Shares
178,094Holding current value
$4.12 Million% of portfolio
8.11%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
683Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio