Laraway Financial Advisors Inc Schwab Us Aggregate Bond ETF Transaction History
Laraway Financial Advisors Inc
- $125 Million
- Q3 2024
A detailed history of Laraway Financial Advisors Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Laraway Financial Advisors Inc holds 12,746 shares of SCHZ stock, worth $289,079. This represents 0.48% of its overall portfolio holdings.
Number of Shares
12,746
Previous 12,805
0.46%
Holding current value
$289,079
Previous $583,000
3.77%
% of portfolio
0.48%
Previous 0.5%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
659Shares Held
143MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$266 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$148 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$142 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.07MShares$115 Million0.24% of portfolio