Cibc Private Wealth Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Cibc Private Wealth Group, LLC
- $53.9 Billion
- Q3 2024
A detailed history of Cibc Private Wealth Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 80 shares of SCHZ stock, worth $1,814. This represents 0.0% of its overall portfolio holdings.
Number of Shares
80
Previous 80
-0.0%
Holding current value
$1,814
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
629Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.1 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.1 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.8 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.6 Million17.53% of portfolio