Endowment Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Endowment Wealth Management, Inc.
- $125 Million
- Q2 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 17,245 shares of SCHZ stock, worth $398,704. This represents 0.63% of its overall portfolio holdings.
Number of Shares
17,245
Previous 15,439
11.7%
Holding current value
$398,704
Previous $710,000
10.7%
% of portfolio
0.63%
Previous 0.59%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$782 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$130 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.6 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$67.1 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62 Million0.03% of portfolio