Traverso Chambers Private Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$46.62 - $50.36 $9.73 Million - $10.5 Million	-208,615 Closed	0 $0
Q1 2022 Apr 13, 2022	BUY	$50.05 - $53.52 $10.4 Million - $11.2 Million	208,615 New	208,615 $10.6 Million

Others Institutions Holding SCHZ

# of Institutions

630

Shares Held

110M

Call Options Held

100

Put Options Held

1.8K

Charles Schwab Investment Management Inc San Francisco, CA

33.8M
Shares

$775 Million
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

5.64M
Shares

$129 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.4M
Shares

$77.9 Million
5.0% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.3 Million
17.53% of portfolio

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