Principal Securities, Inc. Schwab Us Aggregate Bond ETF Transaction History
Principal Securities, Inc.
- $4.14 Trillion
- Q3 2024
A detailed history of Principal Securities, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Principal Securities, Inc. holds 6,249 shares of SCHZ stock, worth $143,227. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,249
Previous 3,619
72.67%
Holding current value
$143,227
Previous $165 Million
80.02%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio