Semmax Financial Advisors Inc. Schwab Us Aggregate Bond ETF Transaction History
Semmax Financial Advisors Inc.
- $360 Million
- Q2 2025
A detailed history of Semmax Financial Advisors Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Semmax Financial Advisors Inc. holds 32,761 shares of SCHZ stock, worth $766,607. This represents 0.21% of its overall portfolio holdings.
Number of Shares
32,761
Previous 32,010
2.35%
Holding current value
$766,607
Previous $741,000
2.7%
% of portfolio
0.21%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio