Horan Capital Advisors, Llc. Schwab Us Aggregate Bond ETF Transaction History
Horan Capital Advisors, Llc.
- $293 Million
- Q1 2025
A detailed history of Horan Capital Advisors, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Horan Capital Advisors, Llc. holds 10,653 shares of SCHZ stock, worth $247,149. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,653
Previous 10,653
-0.0%
Holding current value
$247,149
Previous $241,000
2.07%
% of portfolio
0.08%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
688Shares Held
169MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio