Signature Estate & Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Signature Estate & Investment Advisors LLC
- $3.94 Billion
- Q4 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 361,502 shares of SCHZ stock, worth $8.25 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
361,502
Previous 173,117
108.82%
Holding current value
$8.25 Million
Previous $8.23 Million
0.24%
% of portfolio
0.21%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
690Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio