Focus Financial Network Inc /Adv Schwab Us Aggregate Bond ETF Transaction History
Focus Financial Network Inc /Adv
- $2.66 Trillion
- Q4 2023
A detailed history of Focus Financial Network Inc /Adv transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Focus Financial Network Inc /Adv holds 157,655 shares of SCHZ stock, worth $3.57 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
157,655Holding current value
$3.57 Million% of portfolio
0.28%Shares
1 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
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.1 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.1 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$65.8 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.6 Million17.53% of portfolio