Prestige Wealth Management Group LLC Schwab Us Aggregate Bond ETF Transaction History
Prestige Wealth Management Group LLC
- $456 Million
- Q4 2024
A detailed history of Prestige Wealth Management Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 6,110 shares of SCHZ stock, worth $140,102. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,110
Previous 3,285
86.0%
Holding current value
$140,102
Previous $156,000
11.54%
% of portfolio
0.03%
Previous 0.03%
Shares
21 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