Martin Worley Group Schwab Us Aggregate Bond ETF Transaction History
Martin Worley Group
- $160 Billion
- Q4 2024
A detailed history of Martin Worley Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Martin Worley Group holds 18,068 shares of SCHZ stock, worth $413,576. This represents 0.26% of its overall portfolio holdings.
Number of Shares
18,068Holding current value
$413,576% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
675Shares Held
162MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$149 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$135 Million11.76% of portfolio