Cannon Financial Strategists, Inc. Schwab Us Aggregate Bond ETF Transaction History
Cannon Financial Strategists, Inc.
- $583 Billion
- Q4 2024
A detailed history of Cannon Financial Strategists, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cannon Financial Strategists, Inc. holds 10,134 shares of SCHZ stock, worth $231,359. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,134
Previous 5,067
100.0%
Holding current value
$231,359
Previous $241 Million
4.46%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
690Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio