Fiduciary Family Office, LLC Schwab Us Aggregate Bond ETF Transaction History
Fiduciary Family Office, LLC
- $340 Billion
- Q4 2024
A detailed history of Fiduciary Family Office, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fiduciary Family Office, LLC holds 20,900 shares of SCHZ stock, worth $480,073. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,900Holding current value
$480,073% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
681Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio