Sunbelt Securities, Inc. Schwab Us Aggregate Bond ETF Transaction History
Sunbelt Securities, Inc.
- $924 Million
- Q3 2024
A detailed history of Sunbelt Securities, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 16 shares of SCHZ stock, worth $365. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16
Previous 16
-0.0%
Holding current value
$365
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
648Shares Held
124MCall Options Held
100Put Options Held
0-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio