Index Fund Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History
Index Fund Advisors, Inc.
- $1.83 Billion
- Q3 2024
A detailed history of Index Fund Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Index Fund Advisors, Inc. holds 4,929 shares of SCHZ stock, worth $112,036. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,929
Previous 4,939
0.2%
Holding current value
$112,036
Previous $225,000
4.0%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio