Souders Financial Advisors Schwab Us Aggregate Bond ETF Transaction History
Souders Financial Advisors
- $661 Million
- Q4 2024
A detailed history of Souders Financial Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Souders Financial Advisors holds 11,217 shares of SCHZ stock, worth $258,664. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,217
Previous 5,609
99.98%
Holding current value
$258,664
Previous $266,000
4.51%
% of portfolio
0.04%
Previous 0.04%
Shares
20 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$270 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio