Ridgeline Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History
Ridgeline Wealth, LLC
- $123 Billion
- Q4 2024
A detailed history of Ridgeline Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 35,622 shares of SCHZ stock, worth $813,606. This represents 0.66% of its overall portfolio holdings.
Number of Shares
35,622Holding current value
$813,606% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
649Shares Held
125MCall Options Held
100Put Options Held
0-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
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Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio