Epg Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Epg Wealth Management LLC
- $396 Billion
- Q3 2024
A detailed history of Epg Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 200 shares of SCHZ stock, worth $4,566. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 0
Infinity%
Holding current value
$4,566
Previous $0
Infinity%
% of portfolio
0.0%
Previous 100.0%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
638Shares Held
110MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio