Inspire Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Inspire Advisors, LLC
- $766 Million
- Q1 2025
A detailed history of Inspire Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Inspire Advisors, LLC holds 8,817 shares of SCHZ stock, worth $204,554. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,817
Previous 8,878
0.69%
Holding current value
$204,554
Previous $201,000
1.49%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
687Shares Held
168MCall 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