Addison Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Addison Advisors LLC
- $336 Million
- Q4 2024
A detailed history of Addison Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Addison Advisors LLC holds 50 shares of SCHZ stock, worth $1,134. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 25
100.0%
Holding current value
$1,134
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
659Shares Held
143MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$266 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$148 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$142 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.07MShares$115 Million0.24% of portfolio