First Capital Advisors Group, Llc. Schwab Us Aggregate Bond ETF Transaction History
First Capital Advisors Group, Llc.
- $188 Million
- Q2 2023
A detailed history of First Capital Advisors Group, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, First Capital Advisors Group, Llc. holds 6,102 shares of SCHZ stock, worth $138,698. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,102
Previous 6,472
5.72%
Holding current value
$138,698
Previous $303,000
7.26%
% of portfolio
0.15%
Previous 0.2%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio