Rcs Financial Planning, LLC Schwab Us Aggregate Bond ETF Transaction History
Rcs Financial Planning, LLC
- $201 Billion
- Q2 2025
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 40,826 shares of SCHZ stock, worth $961,860. This represents 0.47% of its overall portfolio holdings.
Number of Shares
40,826
Previous 38,852
5.08%
Holding current value
$961,860
Previous $900 Million
5.44%
% of portfolio
0.47%
Previous 0.47%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
713Shares Held
170MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio