Financial Advocates Investment Management Schwab Us Aggregate Bond ETF Transaction History
Financial Advocates Investment Management
- $1.78 Billion
- Q3 2024
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.2 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio