Root Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 2024
A detailed history of Root Financial Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 6,097 shares of SCHZ stock, worth $291,009. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,097Holding current value
$291,009% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
624Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
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Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio