Syntegra Private Wealth Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Syntegra Private Wealth Group, LLC
- $866 Billion
- Q3 2024
A detailed history of Syntegra Private Wealth Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Syntegra Private Wealth Group, LLC holds 9,598 shares of SCHZ stock, worth $222,097. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,598
Previous 9,723
1.29%
Holding current value
$222,097
Previous $443 Million
2.92%
% of portfolio
0.05%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$782 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$131 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.6 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$67.1 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62.1 Million0.03% of portfolio