Janiczek Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Janiczek Wealth Management, LLC
- $475 Million
- Q2 2024
A detailed history of Janiczek Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 74,284 shares of SCHZ stock, worth $1.68 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
74,284
Previous 75,133
1.13%
Holding current value
$1.68 Million
Previous $3.46 Million
2.05%
% of portfolio
0.71%
Previous 0.74%
Shares
28 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