Hc Financial Advisors Inc Schwab Us Aggregate Bond ETF Transaction History
Hc Financial Advisors Inc
- $149 Million
- Q2 2022
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
709Shares Held
170MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio