Avantax Planning Partners, Inc. Schwab Us Aggregate Bond ETF Put Options Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHZ

# of Institutions

678

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$267 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$197 Million
0.05% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$143 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$135 Million
11.76% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.07M
Shares

$116 Million
0.24% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.