Strategic Capital Advisers, Inc. Schwab Us Aggregate Bond ETF Transaction History
Strategic Capital Advisers, Inc.
- $121 Million
- Q2 2022
A detailed history of Strategic Capital Advisers, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Strategic Capital Advisers, Inc. holds 36,214 shares of SCHZ stock, worth $826,765. This represents 1.43% of its overall portfolio holdings.
Number of Shares
36,214
Previous 36,544
0.9%
Holding current value
$826,765
Previous $1.85 Million
6.17%
% of portfolio
1.43%
Previous 1.41%
Shares
18 transactions
Others Institutions Holding SCHZ
# of Institutions
638Shares Held
112MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio