American Capital Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History
American Capital Advisory, LLC
- $181 Billion
- Q4 2024
A detailed history of American Capital Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, American Capital Advisory, LLC holds 15,596 shares of SCHZ stock, worth $356,992. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,596
Previous 9,819
58.83%
Holding current value
$356,992
Previous $467 Million
24.13%
% of portfolio
0.2%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
673Shares Held
161MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$268 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 CO5.9MShares$135 Million11.76% of portfolio