Northwest Capital Management Inc Schwab Us Aggregate Bond ETF Transaction History
Northwest Capital Management Inc
- $89.7 Million
- Q3 2025
A detailed history of Northwest Capital Management Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Northwest Capital Management Inc holds 14,870 shares of SCHZ stock, worth $347,958. This represents 0.39% of its overall portfolio holdings.
Number of Shares
14,870
Previous 50,235
70.4%
Holding current value
$347,958
Previous $1.17 Million
70.18%
% of portfolio
0.39%
Previous 0.66%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio