Financial Advisory Service, Inc. Schwab Us Aggregate Bond ETF Transaction History
Financial Advisory Service, Inc.
- $1.07 Billion
- Q1 2024
A detailed history of Financial Advisory Service, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 320,085 shares of SCHZ stock, worth $14.6 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
320,085
Previous 318,683
0.44%
Holding current value
$14.6 Million
Previous $14.9 Million
0.9%
% of portfolio
1.37%
Previous 1.48%
Shares
27 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$204 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$164 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio