Psi Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Psi Advisors, LLC

$334 Million
Q4 2024

A detailed history of Psi Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Psi Advisors, LLC holds 8,236 shares of SCHZ stock, worth $190,498. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,236

Holding current value

$190,498

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$22.63 - $47.53 $186,380 - $391,457	8,236 New	8,236 $186,000

Others Institutions Holding SCHZ

# of Institutions

684

Shares Held

165M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$271 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$200 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$151 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$145 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$136 Million
11.76% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Psi Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Psi Advisors, LLC with notifications on news.

Account