Financial Engines Advisors L.L.C. Schwab Us Aggregate Bond ETF Transaction History
Financial Engines Advisors L.L.C.
- $47.4 Billion
- Q4 2024
A detailed history of Financial Engines Advisors L.L.C. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 5,070,153 shares of SCHZ stock, worth $116 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,070,153
Previous 2,525,055
100.79%
Holding current value
$116 Million
Previous $120 Million
4.08%
% of portfolio
0.24%
Previous 0.25%
Shares
30 transactions
Others Institutions Holding SCHZ
# of Institutions
678Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio