Powers Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Powers Advisory Group, LLC
- $199 Million
- Q4 2024
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 16,421 shares of SCHZ stock, worth $375,876. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,421
Previous 8,126
102.08%
Holding current value
$375,876
Previous $386,000
3.63%
% of portfolio
0.19%
Previous 0.19%
Shares
13 transactions
Others Institutions Holding SCHZ
# of Institutions
673Shares Held
161MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio