Certus Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Certus Wealth Management, LLC
- $144 Million
- Q4 2024
A detailed history of Certus Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 12,264 shares of SCHZ stock, worth $279,987. This represents 0.19% of its overall portfolio holdings.
Number of Shares
12,264
Previous 6,132
100.0%
Holding current value
$279,987
Previous $291,000
4.47%
% of portfolio
0.19%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
691Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio