Investment Planning Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History
Investment Planning Advisors, Inc.
- $196 Billion
- Q2 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 10,213 shares of SCHZ stock, worth $488,079. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,213Holding current value
$488,079% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
624Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.62 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$270 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$124 Million16.7% of portfolio