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 $319,149. This represents 0.25% of its overall portfolio holdings.
Number of Shares
13,858Holding current value
$319,149% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$270 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio