Joseph Group Capital Management Schwab Us Aggregate Bond ETF Transaction History
Joseph Group Capital Management
- $232 Million
- Q3 2024
A detailed history of Joseph Group Capital Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Joseph Group Capital Management holds 4,063 shares of SCHZ stock, worth $92,108. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,063Holding current value
$92,108% of portfolio
0.08%Shares
1 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
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.1 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.1 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$65.8 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.6 Million17.53% of portfolio