Axiom Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History
Axiom Advisory, LLC
- $10.9 Billion
- Q3 2024
A detailed history of Axiom Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Axiom Advisory, LLC holds 40,424 shares of SCHZ stock, worth $922,879. This represents 0.02% of its overall portfolio holdings.
Number of Shares
40,424
Previous 20,349
98.65%
Holding current value
$922,879
Previous $927,000
107.12%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
638Shares Held
110MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio