Keystone Financial Group, Inc. Schwab Us Aggregate Bond ETF Transaction History
Keystone Financial Group, Inc.
- $124 Billion
- Q4 2024
A detailed history of Keystone Financial Group, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 13,858 shares of SCHZ stock, worth $317,486. This represents 0.25% of its overall portfolio holdings.
Number of Shares
13,858Holding current value
$317,486% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
640Shares Held
114MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.8 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio