Integrity Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History
Integrity Advisory, LLC
- $103 Million
- Q4 2022
A detailed history of Integrity Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Integrity Advisory, LLC holds 44,374 shares of SCHZ stock, worth $1.04 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
44,374
Previous 66,285
33.06%
Holding current value
$1.04 Million
Previous $3 Million
32.57%
% of portfolio
1.97%
Previous 2.79%
Shares
4 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