Empower Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Empower Advisory Group, LLC
- $29.6 Billion
- Q4 2024
A detailed history of Empower Advisory Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Empower Advisory Group, LLC holds 39,228 shares of SCHZ stock, worth $889,691. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39,228
Previous 19,643
99.7%
Holding current value
$889,691
Previous $933,000
4.61%
% of portfolio
0.0%
Previous 0.0%
Shares
8 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