Western Financial Corporation Schwab Us Aggregate Bond ETF Transaction History
Western Financial Corporation
- $143 Million
- Q3 2022
A detailed history of Western Financial Corporation transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Western Financial Corporation holds 24,521 shares of SCHZ stock, worth $563,247. This represents 0.78% of its overall portfolio holdings.
Number of Shares
24,521
Previous 24,242
1.15%
Holding current value
$563,247
Previous $1.16 Million
4.22%
% of portfolio
0.78%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
679Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio