Sowell Financial Services LLC Schwab Us Aggregate Bond ETF Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
A detailed history of Sowell Financial Services LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 17,522 shares of SCHZ stock, worth $398,275. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,522
Previous 17,862
1.9%
Holding current value
$398,275
Previous $814,000
2.21%
% of portfolio
0.04%
Previous 0.04%
Shares
22 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio