Financial Gravity Asset Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Financial Gravity Asset Management, Inc.
- $459 Billion
- Q1 2025
A detailed history of Financial Gravity Asset Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 376 shares of SCHZ stock, worth $8,723. This represents 0.0% of its overall portfolio holdings.
Number of Shares
376Holding current value
$8,723% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$285 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$171 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio