Farther Finance Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Farther Finance Advisors, LLC
- $2.67 Trillion
- Q3 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 23,056 shares of SCHZ stock, worth $527,751. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,056
Previous 21,012
9.73%
Holding current value
$527,751
Previous $950 Million
15.36%
% of portfolio
0.04%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.6MCall 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 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.4 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.2 Million17.53% of portfolio