Curbstone Financial Management Corp Schwab Us Aggregate Bond ETF Transaction History
Curbstone Financial Management Corp
- $458 Million
- Q3 2024
A detailed history of Curbstone Financial Management Corp transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Curbstone Financial Management Corp holds 48,350 shares of SCHZ stock, worth $1.12 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
48,350
Previous 48,750
0.82%
Holding current value
$1.12 Million
Previous $2.22 Million
3.38%
% of portfolio
0.5%
Previous 0.49%
Shares
26 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