American Capital Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History
American Capital Advisory, LLC
- $172 Billion
- Q3 2024
A detailed history of American Capital Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, American Capital Advisory, LLC holds 9,819 shares of SCHZ stock, worth $223,185. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,819
Previous 9,826
0.07%
Holding current value
$223,185
Previous $458 Million
1.86%
% of portfolio
0.27%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio