New England Asset Management Inc Schwab Us Aggregate Bond ETF Transaction History
New England Asset Management Inc
- $550 Million
- Q4 2024
A detailed history of New England Asset Management Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, New England Asset Management Inc holds 200 shares of SCHZ stock, worth $4,586. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 100
100.0%
Holding current value
$4,586
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
686Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio