All Season Financial Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History
All Season Financial Advisors, Inc.
- $117 Million
- Q1 2024
A detailed history of All Season Financial Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, All Season Financial Advisors, Inc. holds 88,754 shares of SCHZ stock, worth $4.05 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
88,754
Previous 105,023
15.49%
Holding current value
$4.05 Million
Previous $4.9 Million
16.63%
% of portfolio
3.48%
Previous 4.22%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$204 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$164 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio