Rda Financial Network Schwab Us Aggregate Bond ETF Transaction History
Rda Financial Network
- $317 Million
- Q3 2024
A detailed history of Rda Financial Network transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rda Financial Network holds 28,726 shares of SCHZ stock, worth $651,218. This represents 0.43% of its overall portfolio holdings.
Number of Shares
28,726
Previous 28,251
1.68%
Holding current value
$651,218
Previous $1.29 Million
6.06%
% of portfolio
0.43%
Previous 0.43%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.1 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.1 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.8 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.6 Million17.53% of portfolio