Walker Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Walker Financial Services, Inc.
- $172 Billion
- Q4 2024
A detailed history of Walker Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Walker Financial Services, Inc. holds 18,089 shares of SCHZ stock, worth $412,971. This represents 0.24% of its overall portfolio holdings.
Number of Shares
18,089
Previous 9,104
98.69%
Holding current value
$412,971
Previous $433 Million
5.08%
% of portfolio
0.24%
Previous 0.29%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
691Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio