Waterloo Capital, L.P. Schwab Us Aggregate Bond ETF Transaction History
Waterloo Capital, L.P.
- $949 Billion
- Q4 2024
A detailed history of Waterloo Capital, L.P. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Waterloo Capital, L.P. holds 11,197 shares of SCHZ stock, worth $259,546. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,197Holding current value
$259,546% of portfolio
0.03%Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio