Flc Capital Advisors Schwab Us Aggregate Bond ETF Transaction History
Flc Capital Advisors
- $476 Million
- Q2 2025
A detailed history of Flc Capital Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Flc Capital Advisors holds 21,277 shares of SCHZ stock, worth $492,775. This represents 0.1% of its overall portfolio holdings.
Number of Shares
21,277
Previous 1,134,534
98.12%
Holding current value
$492,775
Previous $26.3 Million
98.12%
% of portfolio
0.1%
Previous 5.96%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
169MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$173 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio