Cannon Financial Strategists, Inc. Schwab Us Aggregate Bond ETF Transaction History
Cannon Financial Strategists, Inc.
- $572 Billion
- Q3 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 5,067 shares of SCHZ stock, worth $116,186. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,067
Previous 5,067
-0.0%
Holding current value
$116,186
Previous $236 Million
1.93%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.2 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio