Horst & Graben Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Horst & Graben Wealth Management LLC
- $536 Million
- Q3 2024
A detailed history of Horst & Graben Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 706,414 shares of SCHZ stock, worth $16 Million. This represents 6.26% of its overall portfolio holdings.
Number of Shares
706,414
Previous 700,892
0.79%
Holding current value
$16 Million
Previous $31.9 Million
5.08%
% of portfolio
6.26%
Previous 6.29%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares 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