Ffg Retirement Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Ffg Retirement Advisors LLC
- $154 Billion
- Q3 2024
A detailed history of Ffg Retirement Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ffg Retirement Advisors LLC holds 285,755 shares of SCHZ stock, worth $6.5 Million. This represents 8.84% of its overall portfolio holdings.
Number of Shares
285,755
Previous 250,946
13.87%
Holding current value
$6.5 Million
Previous $11.4 Billion
18.72%
% of portfolio
8.84%
Previous 7.97%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio