Bowman & CO S.C. Schwab Us Aggregate Bond ETF Transaction History
Bowman & CO S.C.
- $187 Million
- Q3 2024
A detailed history of Bowman & CO S.C. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bowman & CO S.C. holds 22,483 shares of SCHZ stock, worth $515,310. This represents 0.57% of its overall portfolio holdings.
Number of Shares
22,483
Previous 22,345
0.62%
Holding current value
$515,310
Previous $1.02 Million
4.91%
% of portfolio
0.57%
Previous 0.6%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio