Northern Oak Wealth Management Inc Schwab Us Aggregate Bond ETF Transaction History

Northern Oak Wealth Management Inc

$857 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$46.62 - $50.36 $13,659 - $14,755	293 New	293 $14,000
Q2 2019 Jul 30, 2019	SELL	N/A	-42 Closed	0 $0
Q1 2019 Apr 24, 2019	BUY	N/A	42 New	42 $0

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$144 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$94.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.3 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.9 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.7 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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