Blooom, Inc. Schwab Us Aggregate Bond ETF Transaction History
Blooom, Inc.
- $52.7 Million
- Q3 2022
A detailed history of Blooom, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Blooom, Inc. holds 17,975 shares of SCHZ stock, worth $413,964. This represents 1.55% of its overall portfolio holdings.
Number of Shares
17,975
Previous 17,182
4.62%
Holding current value
$413,964
Previous $822,000
0.85%
% of portfolio
1.55%
Previous 1.41%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$270 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio