Uma Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
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 $4,120. This represents 0.0% of its overall portfolio holdings.
Number of Shares
180Holding current value
$4,120% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
675Shares Held
162MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio