Heritage Family Offices, LLP Schwab Us Aggregate Bond ETF Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 38,989 shares of SCHZ stock, worth $897,136. This represents 0.44% of its overall portfolio holdings.
Number of Shares
38,989
Previous 15,372
153.64%
Holding current value
$897,136
Previous $730 Million
21.16%
% of portfolio
0.44%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$270 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio