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 $21,355. This represents 0.01% of its overall portfolio holdings.
Number of Shares
942
Previous 942
-0.0%
Holding current value
$21,355
Previous $43,000
2.33%
% of portfolio
0.01%
Previous 0.01%
Shares
9 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