Rcs Financial Planning, LLC Schwab Us Aggregate Bond ETF Transaction History
Rcs Financial Planning, LLC
- $180 Billion
- Q3 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 8,751 shares of SCHZ stock, worth $200,222. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,751
Previous 9,203
4.91%
Holding current value
$200,222
Previous $419 Million
0.86%
% of portfolio
0.23%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$774 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$129 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$77.8 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.4 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.2 Million17.53% of portfolio