Ep Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 31,291 shares of SCHZ stock, worth $720,631. This represents 0.01% of its overall portfolio holdings.
Number of Shares
31,291
Previous 16,228
92.82%
Holding current value
$720,631
Previous $771,000
7.91%
% of portfolio
0.01%
Previous 0.01%
Shares
24 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$270 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio