Souders Financial Advisors Schwab Us Aggregate Bond ETF Transaction History
Souders Financial Advisors
- $639 Million
- Q2 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 5,841 shares of SCHZ stock, worth $273,826. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,841
Previous 6,332
7.75%
Holding current value
$273,826
Previous $291,000
8.59%
% of portfolio
0.04%
Previous 0.05%
Shares
18 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio