Sovran Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Sovran Advisors, LLC
- $770 Billion
- Q1 2025
A detailed history of Sovran Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sovran Advisors, LLC holds 27,335 shares of SCHZ stock, worth $627,611. This represents 0.08% of its overall portfolio holdings.
Number of Shares
27,335
Previous 28,644
4.57%
Holding current value
$627,611
Previous $644 Million
2.66%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$282 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$169 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$156 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio