Ffg Retirement Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Ffg Retirement Advisors LLC
- $161 Billion
- Q4 2025
A detailed history of Ffg Retirement Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ffg Retirement Advisors LLC holds 365,927 shares of SCHZ stock, worth $8.56 Million. This represents 5.3% of its overall portfolio holdings.
Number of Shares
365,927
Previous 369,208
0.89%
Holding current value
$8.56 Million
Previous $8.67 Billion
1.31%
% of portfolio
5.3%
Previous 5.38%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
706Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO6.22MShares$145 Million9.9% of portfolio