Cedar Mountain Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Cedar Mountain Advisors, LLC
- $442 Million
- Q3 2024
A detailed history of Cedar Mountain Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cedar Mountain Advisors, LLC holds 296,487 shares of SCHZ stock, worth $6.85 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
296,487
Previous 850
34780.82%
Holding current value
$6.85 Million
Previous $38,000
36976.32%
% of portfolio
3.19%
Previous 0.01%
Shares
20 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$782 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$130 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.6 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$67.1 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62 Million0.03% of portfolio