Albion Financial Group Schwab Us Aggregate Bond ETF Transaction History
Albion Financial Group
- $1.42 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
629Shares Held
111MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$774 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$129 Million0.02% of portfolio
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Avantax Planning Partners, Inc.3.4MShares$77.8 Million5.0% of portfolio
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Charles Schwab Trust CO2.9MShares$66.4 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.2 Million17.53% of portfolio