Farther Finance Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Farther Finance Advisors, LLC
- $5 Trillion
- Q2 2025
A detailed history of Farther Finance Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 30,955 shares of SCHZ stock, worth $716,608. This represents 0.01% of its overall portfolio holdings.
Number of Shares
30,955
Previous 44,067
29.75%
Holding current value
$716,608
Previous $1.02 Billion
29.57%
% of portfolio
0.01%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SCHZ
# of Institutions
705Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio