United Financial Planning Group LLC Schwab Us Aggregate Bond ETF Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 13,622 shares of SCHZ stock, worth $319,435. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,622Holding current value
$319,435% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
173MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$285 Million0.02% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$187 Million18.44% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$175 Million0.04% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
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Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio