Farther Finance Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Farther Finance Advisors, LLC
- $2.77 Trillion
- Q4 2024
A detailed history of Farther Finance Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 46,229 shares of SCHZ stock, worth $1.07 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
46,229
Previous 23,056
100.51%
Holding current value
$1.07 Million
Previous $1.1 Billion
4.22%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio