Summit Financial Strategies, Inc. Schwab Us Aggregate Bond ETF Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 488,460 shares of SCHZ stock, worth $11.2 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
488,460
Previous 97,165
402.71%
Holding current value
$11.2 Million
Previous $4.62 Million
140.16%
% of portfolio
1.33%
Previous 0.56%
Shares
30 transactions
Others Institutions Holding SCHZ
# of Institutions
690Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio