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 $8,858. This represents 0.0% of its overall portfolio holdings.
Number of Shares
376Holding current value
$8,858% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
712Shares Held
170MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
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Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio