Ffg Retirement Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Ffg Retirement Advisors LLC
- $153 Billion
- Q4 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 586,688 shares of SCHZ stock, worth $13.3 Million. This represents 8.7% of its overall portfolio holdings.
Number of Shares
586,688
Previous 285,755
105.31%
Holding current value
$13.3 Million
Previous $13.6 Billion
1.92%
% of portfolio
8.7%
Previous 8.84%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
98.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.4 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.2 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio