Farther Finance Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Farther Finance Advisors, LLC
- $9.33 Trillion
- Q4 2025
A detailed history of Farther Finance Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 175,808 shares of SCHZ stock, worth $4.11 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
175,808
Previous 138,312
27.11%
Holding current value
$4.11 Million
Previous $3.25 Billion
26.57%
% of portfolio
0.04%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
717Shares Held
181MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO6.22MShares$145 Million9.9% of portfolio