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 $801,138. This represents 0.66% of its overall portfolio holdings.
Number of Shares
35,622Holding current value
$801,138% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
629Shares Held
83.3MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$142 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$93.3 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$70.5 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$65.2 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.1 Million17.53% of portfolio