Tru Independence LLC Schwab Us Aggregate Bond ETF Transaction History
Tru Independence LLC
- $334 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
94.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio