Resource Planning Group Schwab Us Aggregate Bond ETF Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Resource Planning Group holds 15,435 shares of SCHZ stock, worth $359,018. This represents 0.46% of its overall portfolio holdings.
Number of Shares
15,435
Previous 18,177
15.08%
Holding current value
$359,018
Previous $803,000
10.46%
% of portfolio
0.46%
Previous 0.68%
Shares
21 transactions
Others Institutions Holding SCHZ
# of Institutions
683Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$201 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$146 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio