Palouse Capital Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Palouse Capital Management, Inc.
- $140 Million
- Q4 2024
A detailed history of Palouse Capital Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Palouse Capital Management, Inc. holds 264 shares of SCHZ stock, worth $6,027. This represents 0.0% of its overall portfolio holdings.
Number of Shares
264
Previous 132
100.0%
Holding current value
$6,027
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
638Shares Held
110MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio