Kb Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Kb Financial Partners, LLC
- $350 Million
- Q3 2023
A detailed history of Kb Financial Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kb Financial Partners, LLC holds 942 shares of SCHZ stock, worth $21,788. This represents 0.01% of its overall portfolio holdings.
Number of Shares
942
Previous 942
-0.0%
Holding current value
$21,788
Previous $43,000
2.33%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
683Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio