Blossom Wealth Management Schwab Us Aggregate Bond ETF Transaction History
Blossom Wealth Management
- $45.9 Million
- Q2 2024
A detailed history of Blossom Wealth Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Blossom Wealth Management holds 28,588 shares of SCHZ stock, worth $1.34 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
28,588
Previous 27,222
5.02%
Holding current value
$1.34 Million
Previous $1.25 Million
4.07%
% of portfolio
2.84%
Previous 3.02%
Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio