Independent Advisor Alliance Schwab Us Aggregate Bond ETF Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Independent Advisor Alliance holds 24,184 shares of SCHZ stock, worth $559,617. This represents 0.01% of its overall portfolio holdings.
Number of Shares
24,184Holding current value
$559,617% of portfolio
0.01%Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
683Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio