Investment Planning Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 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 $234,184. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,213
Previous 10,213
-0.0%
Holding current value
$234,184
Previous $466 Million
99.9%
% of portfolio
0.26%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.2 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio