Burns Matteson Capital Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Burns Matteson Capital Management, LLC
- $178 Billion
- Q3 2024
A detailed history of Burns Matteson Capital Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Burns Matteson Capital Management, LLC holds 4,662 shares of SCHZ stock, worth $107,645. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,662
Previous 7,156
34.85%
Holding current value
$107,645
Previous $326 Million
32.08%
% of portfolio
0.12%
Previous 0.2%
Shares
16 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
-
Avantax Planning Partners, Inc.3.4MShares$78.5 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$67 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62 Million0.03% of portfolio