Omc Financial Services LTD Schwab Us Aggregate Bond ETF Transaction History
Omc Financial Services LTD
- $235 Million
- Q4 2024
A detailed history of Omc Financial Services LTD transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Omc Financial Services LTD holds 59,700 shares of SCHZ stock, worth $1.37 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
59,700
Previous 30,550
95.42%
Holding current value
$1.37 Million
Previous $1.39 Million
2.66%
% of portfolio
0.58%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
640Shares Held
114MCall 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$95.1 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.8 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio