K2 Financial Inc. Schwab Us Aggregate Bond ETF Transaction History

K2 Financial Inc.

$101 Billion
Q4 2024

A detailed history of K2 Financial Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, K2 Financial Inc. holds 41,570 shares of SCHZ stock, worth $952,368. This represents 0.93% of its overall portfolio holdings.

Number of Shares

41,570

Holding current value

$952,368

% of portfolio

0.93%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$22.63 - $47.53 $940,729 - $1.98 Million	41,570 New	41,570 $934 Million

Others Institutions Holding SCHZ

# of Institutions

644

Shares Held

116M

Call Options Held

100

Put Options Held

Avantax Planning Partners, Inc.

6.51M
Shares

$149 Million
5.36% of portfolio
Jpmorgan Chase & CO New York, NY

6.33M
Shares

$145 Million
0.02% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$135 Million
11.76% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95.1 Million
0.05% of portfolio
Total Wealth Planning, LLC

3.57M
Shares

$81.8 Million
13.4% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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