Wealthgarden F.S. LLC Schwab Us Aggregate Bond ETF Transaction History
Wealthgarden F.S. LLC
- $107 Billion
- Q4 2024
A detailed history of Wealthgarden F.S. LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 22,924 shares of SCHZ stock, worth $531,378. This represents 0.49% of its overall portfolio holdings.
Number of Shares
22,924
Previous 7,575
202.63%
Holding current value
$531,378
Previous $360 Million
44.56%
% of portfolio
0.49%
Previous 0.35%
Shares
4 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
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio