Ffg Retirement Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Ffg Retirement Advisors LLC
- $160 Billion
- Q2 2025
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 411,030 shares of SCHZ stock, worth $9.52 Million. This represents 5.98% of its overall portfolio holdings.
Number of Shares
411,030
Previous 592,946
30.68%
Holding current value
$9.52 Million
Previous $13.7 Billion
30.44%
% of portfolio
5.98%
Previous 9.35%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
171MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio