Northwest Capital Management Inc Schwab Us Aggregate Bond ETF Transaction History
Northwest Capital Management Inc
- $269 Million
- Q3 2024
A detailed history of Northwest Capital Management Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Northwest Capital Management Inc holds 99,096 shares of SCHZ stock, worth $2.25 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
99,096
Previous 99,096
-0.0%
Holding current value
$2.25 Million
Previous $4.71 Million
-0.0%
% of portfolio
1.75%
Previous 1.72%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
94.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio