Focus Financial Network Inc /Adv Schwab Us Aggregate Bond ETF Transaction History
Focus Financial Network Inc /Adv
- $2.66 Trillion
- Q4 2023
A detailed history of Focus Financial Network Inc /Adv transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Focus Financial Network Inc /Adv holds 157,655 shares of SCHZ stock, worth $3.71 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
157,655Holding current value
$3.71 Million% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
718Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
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Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio