Albion Financial Group Schwab Us Aggregate Bond ETF Transaction History
Albion Financial Group
- $1.32 Billion
- Q2 2024
A detailed history of Albion Financial Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Albion Financial Group holds 263 shares of SCHZ stock, worth $12,474. This represents 0.0% of its overall portfolio holdings.
Number of Shares
263
Previous 263
-0.0%
Holding current value
$12,474
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio