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 $556,871. This represents 0.78% of its overall portfolio holdings.
Number of Shares
24,521
Previous 24,242
1.15%
Holding current value
$556,871
Previous $1.16 Million
4.22%
% of portfolio
0.78%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
100MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio