One Advisory Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
One Advisory Partners, LLC
- $221 Million
- Q4 2024
A detailed history of One Advisory Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, One Advisory Partners, LLC holds 13,524 shares of SCHZ stock, worth $308,888. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,524
Previous 6,762
100.0%
Holding current value
$308,888
Previous $321,000
4.67%
% of portfolio
0.14%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
633Shares Held
108MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio