Principal Securities, Inc. Schwab Us Aggregate Bond ETF Transaction History
Principal Securities, Inc.
- $4.44 Trillion
- Q4 2024
A detailed history of Principal Securities, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Principal Securities, Inc. holds 2,166 shares of SCHZ stock, worth $49,579. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,166
Previous 6,249
65.34%
Holding current value
$49,579
Previous $297 Million
83.44%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
673Shares Held
161MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio