United Capital Financial Advisers, LLC Schwab Us Aggregate Bond ETF Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 379,517 shares of SCHZ stock, worth $8.67 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
379,517
Previous 386,547
1.82%
Holding current value
$8.67 Million
Previous $17.6 Million
2.36%
% of portfolio
0.09%
Previous 0.15%
Shares
31 transactions
Others Institutions Holding SCHZ
# of Institutions
633Shares Held
108MCall 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