Wealth Trak Capital Management LLC Schwab Us Aggregate Bond ETF Transaction History
Wealth Trak Capital Management LLC
- $118 Billion
- Q4 2024
A detailed history of Wealth Trak Capital Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 38,963 shares of SCHZ stock, worth $883,680. This represents 0.75% of its overall portfolio holdings.
Number of Shares
38,963Holding current value
$883,680% of portfolio
0.75%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
653Shares Held
130MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$266 Million0.02% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$148 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$142 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA5.07MShares$115 Million0.24% of portfolio