Uma Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Uma Financial Services, Inc.
- $562 Million
- Q1 2025
A detailed history of Uma Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 180 shares of SCHZ stock, worth $4,154. This represents 0.0% of its overall portfolio holdings.
Number of Shares
180
Previous 180
-0.0%
Holding current value
$4,154
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
688Shares Held
169MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio