Forthright Family Wealth Advisory LLC Schwab Us Aggregate Bond ETF Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 405,421 shares of SCHZ stock, worth $9.26 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
405,421
Previous 142,394
184.72%
Holding current value
$9.26 Million
Previous $6.49 Billion
45.42%
% of portfolio
6.06%
Previous 4.18%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
648Shares Held
124MCall Options Held
100Put Options Held
0-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio