Avantax Advisory Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 307,017 shares of SCHZ stock, worth $14.6 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
307,017
Previous 228,069
34.62%
Holding current value
$14.6 Million
Previous $10.5 Million
33.38%
% of portfolio
0.1%
Previous 0.09%
Shares
17 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$1.6 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