Blooom, Inc. Schwab Us Aggregate Bond ETF Transaction History
Blooom, Inc.
- $52.7 Million
- Q3 2022
A detailed history of Blooom, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Blooom, Inc. holds 17,975 shares of SCHZ stock, worth $410,369. This represents 1.55% of its overall portfolio holdings.
Number of Shares
17,975
Previous 17,182
4.62%
Holding current value
$410,369
Previous $822,000
0.85%
% of portfolio
1.55%
Previous 1.41%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
638Shares Held
110MCall 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