Ignite Planners, LLC Schwab Us Aggregate Bond ETF Transaction History
Ignite Planners, LLC
- $562 Million
- Q3 2025
A detailed history of Ignite Planners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ignite Planners, LLC holds 28,472 shares of SCHZ stock, worth $666,244. This represents 0.12% of its overall portfolio holdings.
Number of Shares
28,472
Previous 28,472
-0.0%
Holding current value
$666,244
Previous $661,000
1.21%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
175MCall 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 CO6.22MShares$145 Million9.9% of portfolio