Charles Schwab Investment Advisory, Inc. Ishares Tr Core Moderate Alloc Transaction History
Charles Schwab Investment Advisory, Inc.
- $0
- Q4 2024
Shares
2 transactions
Others Institutions Holding AOM
# of Institutions
284Shares Held
11.6MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$125 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC995KShares$45.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY566KShares$26 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC427KShares$19.6 Million0.37% of portfolio
-
Weitzel Financial Services, Inc.280KShares$12.9 Million5.77% of portfolio