Grey Fox Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Grey Fox Wealth Advisors, LLC
- $284 Billion
- Q2 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 68,223 shares of SCHZ stock, worth $3.2 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
68,223
Previous 66,413
2.73%
Holding current value
$3.2 Million
Previous $3.06 Billion
1.79%
% of portfolio
1.09%
Previous 1.15%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio