O'Shaughnessy Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History
O'Shaughnessy Asset Management, LLC
- $11.5 Billion
- Q4 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 1 shares of SCHZ stock, worth $23. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1
Previous 1
-0.0%
Holding current value
$23
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 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$137 Million11.76% of portfolio