Cannon Financial Strategists, Inc. Schwab Us Aggregate Bond ETF Transaction History
Cannon Financial Strategists, Inc.
- $633 Billion
- Q2 2025
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 $234,703. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,134
Previous 10,134
-0.0%
Holding current value
$234,703
Previous $235 Million
0.35%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$173 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio