Capital Investment Advisory Services, LLC Schwab Us Aggregate Bond ETF Transaction History
Capital Investment Advisory Services, LLC
- $988 Million
- Q3 2024
A detailed history of Capital Investment Advisory Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 2,101 shares of SCHZ stock, worth $48,175. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,101
Previous 2,101
-0.0%
Holding current value
$48,175
Previous $95,000
4.21%
% of portfolio
0.01%
Previous 0.01%
Shares
24 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.2 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio