Bowman & CO S.C. Schwab Us Aggregate Bond ETF Transaction History
Bowman & CO S.C.
- $220 Million
- Q2 2025
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 18,936 shares of SCHZ stock, worth $438,557. This represents 0.2% of its overall portfolio holdings.
Number of Shares
18,936
Previous 19,559
3.19%
Holding current value
$438,557
Previous $452,000
3.1%
% of portfolio
0.2%
Previous 0.23%
Shares
13 transactions
Others Institutions Holding SCHZ
# of Institutions
709Shares Held
170MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio