Financial Life Advisors Schwab Us Aggregate Bond ETF Transaction History
Financial Life Advisors
- $261 Million
- Q3 2024
A detailed history of Financial Life Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Financial Life Advisors holds 574,848 shares of SCHZ stock, worth $13 Million. This represents 10.45% of its overall portfolio holdings.
Number of Shares
574,848
Previous 533,395
7.77%
Holding current value
$13 Million
Previous $24.3 Million
12.36%
% of portfolio
10.45%
Previous 9.99%
Shares
17 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.1 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.1 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.8 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.6 Million17.53% of portfolio