Summit Financial Strategies, Inc. Schwab Us Aggregate Bond ETF Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 100,558 shares of SCHZ stock, worth $4.71 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
100,558
Previous 104,931
4.17%
Holding current value
$4.71 Million
Previous $4.83 Million
5.04%
% of portfolio
0.61%
Previous 0.71%
Shares
28 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