Personal Capital Advisors Corp Schwab Us Aggregate Bond ETF Transaction History
Personal Capital Advisors Corp
- $20.6 Billion
- Q4 2022
A detailed history of Personal Capital Advisors Corp transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Personal Capital Advisors Corp holds 19,614 shares of SCHZ stock, worth $458,967. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,614
Previous 20,286
3.31%
Holding current value
$458,967
Previous $919,000
2.61%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
706Shares 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