Vaughan David Investments LLC Schwab Us Aggregate Bond ETF Transaction History
Vaughan David Investments LLC
- $4.23 Billion
- Q4 2024
A detailed history of Vaughan David Investments LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Vaughan David Investments LLC holds 11,236 shares of SCHZ stock, worth $258,765. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,236
Previous 7,528
49.26%
Holding current value
$258,765
Previous $358,000
28.77%
% of portfolio
0.01%
Previous 0.01%
Shares
23 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$270 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio