Cannon Financial Strategists, Inc. Schwab Us Aggregate Bond ETF Transaction History
Cannon Financial Strategists, Inc.
- $572 Billion
- Q3 2024
A detailed history of Cannon Financial Strategists, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cannon Financial Strategists, Inc. holds 5,067 shares of SCHZ stock, worth $116,946. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,067
Previous 5,067
-0.0%
Holding current value
$116,946
Previous $236 Million
1.93%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
631Shares Held
112MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$780 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY6.33MShares$146 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.4 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.7 Million17.53% of portfolio