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 $1.03 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
44,374
Previous 66,285
33.06%
Holding current value
$1.03 Million
Previous $3 Million
32.57%
% of portfolio
1.97%
Previous 2.79%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$782 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$130 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.6 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$67.1 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62 Million0.03% of portfolio