Investor'S Fiduciary Advisor Network, LLC Schwab Us Aggregate Bond ETF Transaction History
Investor'S Fiduciary Advisor Network, LLC
- $212 Million
- Q1 2025
A detailed history of Investor'S Fiduciary Advisor Network, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Investor'S Fiduciary Advisor Network, LLC holds 60,921 shares of SCHZ stock, worth $1.41 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
60,921
Previous 58,647
3.88%
Holding current value
$1.41 Million
Previous $1.33 Million
5.94%
% of portfolio
0.66%
Previous 0.51%
Shares
2 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