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
630Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$775 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$129 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$77.9 Million5.0% 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