Cannon Financial Strategists, Inc. Schwab Us Aggregate Bond ETF Transaction History
Cannon Financial Strategists, Inc.
- $583 Billion
- Q4 2024
A detailed history of Cannon Financial Strategists, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cannon Financial Strategists, Inc. holds 10,134 shares of SCHZ stock, worth $231,359. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,134
Previous 5,067
100.0%
Holding current value
$231,359
Previous $241 Million
4.46%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
639Shares Held
111MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio