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 $651,510. This represents 0.38% of its overall portfolio holdings.
Number of Shares
28,500
Previous 12,585
126.46%
Holding current value
$651,510
Previous $573,000
136.3%
% of portfolio
0.38%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
632Shares Held
106MCall 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$94.9 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.6 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.7 Million5.37% of portfolio