One Advisory Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
One Advisory Partners, LLC
- $224 Million
- Q3 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 6,762 shares of SCHZ stock, worth $153,700. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,762
Previous 7,413
8.78%
Holding current value
$153,700
Previous $337,000
4.75%
% of portfolio
0.14%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio