Advisor Group Holdings, Inc. Schwab Us Aggregate Bond ETF Transaction History
Advisor Group Holdings, Inc.
- $39.8 Billion
- Q4 2024
A detailed history of Advisor Group Holdings, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 401,390 shares of SCHZ stock, worth $9.2 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
401,390
Previous 233,793
71.69%
Holding current value
$9.2 Million
Previous $11.1 Million
17.99%
% of portfolio
0.02%
Previous 0.03%
Shares
19 transactions
Others Institutions Holding SCHZ
# of Institutions
686Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio