Horan Capital Advisors, Llc. Schwab Us Aggregate Bond ETF Transaction History
Horan Capital Advisors, Llc.
- $293 Million
- Q1 2025
A detailed history of Horan Capital Advisors, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Horan Capital Advisors, Llc. holds 10,653 shares of SCHZ stock, worth $249,280. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,653
Previous 10,653
-0.0%
Holding current value
$249,280
Previous $241,000
2.07%
% of portfolio
0.08%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall 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 CO5.95MShares$139 Million9.71% of portfolio