Foundations Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 17,133 shares of SCHZ stock, worth $780,922. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,133Holding current value
$780,922% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$204 Million0.02% of portfolio
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Avantax Planning Partners, Inc.3.59MShares$164 Million5.38% of portfolio
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Capital Management Associates, Inc Minneapolis, MN3.45MShares$157 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio