Vermillion Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Vermillion Wealth Management, Inc.
- $341 Billion
- Q1 2025
A detailed history of Vermillion Wealth Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Vermillion Wealth Management, Inc. holds 33,165 shares of SCHZ stock, worth $769,428. This represents 0.23% of its overall portfolio holdings.
Number of Shares
33,165
Previous 37,011
10.39%
Holding current value
$769,428
Previous $840 Million
8.57%
% of portfolio
0.23%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
687Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 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$126 Million10.66% of portfolio