Principal Securities, Inc. Schwab Us Aggregate Bond ETF Transaction History
Principal Securities, Inc.
- $5.32 Trillion
- Q2 2025
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 2,032 shares of SCHZ stock, worth $47,061. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,032
Previous 2,166
6.19%
Holding current value
$47,061
Previous $49.2 Million
3.95%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
709Shares Held
171MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio