Integrity Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History
Integrity Advisory, LLC
- $103 Million
- Q4 2022
A detailed history of Integrity Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Integrity Advisory, LLC holds 44,374 shares of SCHZ stock, worth $1.01 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
44,374
Previous 66,285
33.06%
Holding current value
$1.01 Million
Previous $3 Million
32.57%
% of portfolio
1.97%
Previous 2.79%
Shares
4 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