Towercrest Capital Management Schwab Us Aggregate Bond ETF Transaction History
Towercrest Capital Management
- $630 Million
- Q3 2024
A detailed history of Towercrest Capital Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Towercrest Capital Management holds 551,284 shares of SCHZ stock, worth $12.5 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
551,284
Previous 542,867
1.55%
Holding current value
$12.5 Million
Previous $24.7 Million
5.88%
% of portfolio
4.16%
Previous 4.02%
Shares
26 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