Stonekeep Investments, LLC Schwab Us Aggregate Bond ETF Transaction History
Stonekeep Investments, LLC
- $130 Billion
- Q3 2024
A detailed history of Stonekeep Investments, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Stonekeep Investments, LLC holds 62,251 shares of SCHZ stock, worth $1.41 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
62,251
Previous 59,500
4.62%
Holding current value
$1.41 Million
Previous $2.71 Billion
9.08%
% of portfolio
2.28%
Previous 2.2%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.1 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.1 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.8 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.6 Million17.53% of portfolio