Landmark Financial Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Landmark Financial Advisors, LLC
- $271 Million
- Q4 2023
A detailed history of Landmark Financial Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 14,594 shares of SCHZ stock, worth $694,966. This represents 0.25% of its overall portfolio holdings.
Number of Shares
14,594
Previous 14,677
0.57%
Holding current value
$694,966
Previous $649,000
4.78%
% of portfolio
0.25%
Previous 0.27%
Shares
27 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio