Ffg Retirement Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Ffg Retirement Advisors LLC
- $147 Billion
- Q1 2025
A detailed history of Ffg Retirement Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ffg Retirement Advisors LLC holds 592,946 shares of SCHZ stock, worth $13.6 Million. This represents 9.35% of its overall portfolio holdings.
Number of Shares
592,946
Previous 586,688
1.07%
Holding current value
$13.6 Million
Previous $13.3 Billion
3.11%
% of portfolio
9.35%
Previous 8.7%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
686Shares Held
168MCall 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$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio