Powers Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Powers Advisory Group, LLC
- $225 Million
- Q2 2025
A detailed history of Powers Advisory Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Powers Advisory Group, LLC holds 32,332 shares of SCHZ stock, worth $745,899. This represents 0.33% of its overall portfolio holdings.
Number of Shares
32,332
Previous 28,910
11.84%
Holding current value
$745,899
Previous $668,000
11.98%
% of portfolio
0.33%
Previous 0.32%
Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
708Shares Held
169MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$283 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio