Sanctuary Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Sanctuary Advisors, LLC
- $15.8 Trillion
- Q4 2024
A detailed history of Sanctuary Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sanctuary Advisors, LLC holds 965,775 shares of SCHZ stock, worth $22.3 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
965,775
Previous 885,359
9.08%
Holding current value
$22.3 Million
Previous $20.3 Billion
8.84%
% of portfolio
0.14%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
687Shares Held
167MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio