Evolution Wealth Management Inc. Schwab Us Aggregate Bond ETF Transaction History
Evolution Wealth Management Inc.
- $81.2 Billion
- Q2 2025
A detailed history of Evolution Wealth Management Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 3,145 shares of SCHZ stock, worth $74,096. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,145Holding current value
$74,096% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
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Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio