Horan Capital Advisors, Llc. Schwab Us Aggregate Bond ETF Transaction History
Horan Capital Advisors, Llc.
- $294 Million
- Q4 2024
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 $244,060. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,653Holding current value
$244,060% of portfolio
0.08%Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
640Shares Held
114MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.8 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio