American Capital Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History
American Capital Advisory, LLC
- $140 Billion
- Q2 2024
A detailed history of American Capital Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, American Capital Advisory, LLC holds 9,826 shares of SCHZ stock, worth $460,642. This represents 0.33% of its overall portfolio holdings.
Number of Shares
9,826
Previous 10,078
2.5%
Holding current value
$460,642
Previous $473 Million
3.1%
% of portfolio
0.33%
Previous 0.41%
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