Rcs Financial Planning, LLC Schwab Us Aggregate Bond ETF Transaction History
Rcs Financial Planning, LLC
- $170 Billion
- Q2 2024
A detailed history of Rcs Financial Planning, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 9,203 shares of SCHZ stock, worth $439,259. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,203
Previous 9,114
0.98%
Holding current value
$439,259
Previous $419 Million
0.05%
% of portfolio
0.25%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
624Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio