Fischer Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Fischer Financial Services, Inc.
- $310 Billion
- Q1 2025
A detailed history of Fischer Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fischer Financial Services, Inc. holds 161,215 shares of SCHZ stock, worth $3.74 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
161,215
Previous 91,155
76.86%
Holding current value
$3.74 Million
Previous $2.07 Billion
80.44%
% of portfolio
1.2%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
700Shares 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
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio