James J. Burns & Company, LLC Schwab Us Aggregate Bond ETF Transaction History
James J. Burns & Company, LLC
- $508 Million
- Q2 2024
A detailed history of James J. Burns & Company, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, James J. Burns & Company, LLC holds 289,241 shares of SCHZ stock, worth $6.69 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
289,241
Previous 200,633
44.16%
Holding current value
$6.69 Million
Previous $9.13 Million
44.43%
% of portfolio
2.59%
Previous 3.19%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$782 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$130 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.6 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$67.1 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62 Million0.03% of portfolio