Affinity Capital Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Affinity Capital Advisors, LLC
- $470 Million
- Q2 2024
A detailed history of Affinity Capital Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Affinity Capital Advisors, LLC holds 108,053 shares of SCHZ stock, worth $5.07 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
108,053
Previous 132,424
18.4%
Holding current value
$5.07 Million
Previous $6.09 Million
19.14%
% of portfolio
1.05%
Previous 1.36%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio