W Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
W Advisors, LLC
- $161 Million
- Q3 2024
A detailed history of W Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, W Advisors, LLC holds 26,902 shares of SCHZ stock, worth $621,974. This represents 0.79% of its overall portfolio holdings.
Number of Shares
26,902
Previous 26,910
0.03%
Holding current value
$621,974
Previous $1.23 Million
4.24%
% of portfolio
0.79%
Previous 0.81%
Shares
4 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$130 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 Million0.03% of portfolio