Savvy Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History
Savvy Advisors, Inc.
- $307 Billion
- Q2 2024
A detailed history of Savvy Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Savvy Advisors, Inc. holds 6,257 shares of SCHZ stock, worth $296,769. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,257
Previous 4,765
31.31%
Holding current value
$296,769
Previous $219 Million
30.1%
% of portfolio
0.09%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio