Professional Financial Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Professional Financial Advisors, LLC
- $474 Million
- Q4 2025
A detailed history of Professional Financial Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Professional Financial Advisors, LLC holds 9,657 shares of SCHZ stock, worth $225,973. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,657
Previous 9,789
1.35%
Holding current value
$225,973
Previous $229,000
1.75%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
717Shares Held
176MCall 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