Access Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Access Financial Services, Inc.
- $164 Million
- Q1 2025
A detailed history of Access Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Access Financial Services, Inc. holds 11,430 shares of SCHZ stock, worth $264,375. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,430
Previous 11,430
-0.0%
Holding current value
$264,375
Previous $259,000
1.93%
% of portfolio
0.16%
Previous 0.15%
Shares
16 transactions
Others Institutions Holding SCHZ
# of Institutions
687Shares Held
167MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio