Farther Finance Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Farther Finance Advisors, LLC
- $2.67 Trillion
- Q3 2024
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 23,056 shares of SCHZ stock, worth $524,293. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,056
Previous 21,012
9.73%
Holding current value
$524,293
Previous $950 Million
15.36%
% of portfolio
0.04%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
105MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.4 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.2 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio