Semmax Financial Advisors Inc. Schwab Us Aggregate Bond ETF Transaction History
Semmax Financial Advisors Inc.
- $355 Million
- Q3 2024
A detailed history of Semmax Financial Advisors Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Semmax Financial Advisors Inc. holds 28,500 shares of SCHZ stock, worth $660,630. This represents 0.38% of its overall portfolio holdings.
Number of Shares
28,500
Previous 12,585
126.46%
Holding current value
$660,630
Previous $573,000
136.3%
% of portfolio
0.38%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio