Omni 360 Wealth, Inc. Schwab Us Aggregate Bond ETF Transaction History
Omni 360 Wealth, Inc.
- $153 Billion
- Q3 2024
A detailed history of Omni 360 Wealth, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 15,282 shares of SCHZ stock, worth $350,263. This represents 0.47% of its overall portfolio holdings.
Number of Shares
15,282
Previous 16,718
8.59%
Holding current value
$350,263
Previous $762 Million
4.7%
% of portfolio
0.47%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio