Independent Advisor Alliance Schwab Us Aggregate Bond ETF Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Independent Advisor Alliance holds 24,184 shares of SCHZ stock, worth $553,571. This represents 0.01% of its overall portfolio holdings.
Number of Shares
24,184Holding current value
$553,571% of portfolio
0.01%Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
673Shares Held
161MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio