Financial Advisory Service, Inc. Schwab Us Aggregate Bond ETF Transaction History
Financial Advisory Service, Inc.
- $1.26 Billion
- Q2 2025
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 25,133 shares of SCHZ stock, worth $582,080. This represents 0.05% of its overall portfolio holdings.
Number of Shares
25,133
Previous 19,843
26.66%
Holding current value
$582,080
Previous $459,000
27.23%
% of portfolio
0.05%
Previous 0.04%
Shares
32 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
169MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$173 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio