Sherwood Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Sherwood Financial Partners, LLC
- $101 Billion
- Q4 2024
A detailed history of Sherwood Financial Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sherwood Financial Partners, LLC holds 20,827 shares of SCHZ stock, worth $478,396. This represents 0.47% of its overall portfolio holdings.
Number of Shares
20,827Holding current value
$478,396% of portfolio
0.47%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
679Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio