Toth Financial Advisory Corp Schwab Us Aggregate Bond ETF Transaction History
Toth Financial Advisory Corp
- $783 Million
- Q1 2024
A detailed history of Toth Financial Advisory Corp transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Toth Financial Advisory Corp holds 3,481 shares of SCHZ stock, worth $159,464. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,481
Previous 3,481
-0.0%
Holding current value
$159,464
Previous $162,000
1.23%
% of portfolio
0.02%
Previous 0.02%
Shares
23 transactions
Others Institutions Holding SCHZ
# of Institutions
604Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio