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 $4,626. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 100
100.0%
Holding current value
$4,626
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
684Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio