Koshinski Asset Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Koshinski Asset Management, Inc.
- $1.32 Trillion
- Q2 2025
A detailed history of Koshinski Asset Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Koshinski Asset Management, Inc. holds 42,831 shares of SCHZ stock, worth $1.01 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
42,831
Previous 43,159
0.76%
Holding current value
$1.01 Million
Previous $1 Billion
0.42%
% of portfolio
0.08%
Previous 0.08%
Shares
36 transactions
Others Institutions Holding SCHZ
# of Institutions
712Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio