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 $566,189. This represents 0.78% of its overall portfolio holdings.
Number of Shares
24,521
Previous 24,242
1.15%
Holding current value
$566,189
Previous $1.16 Million
4.22%
% of portfolio
0.78%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
629Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$781 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$130 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.5 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$67 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62 Million0.03% of portfolio