Mkd Wealth Coaches, LLC Schwab Us Aggregate Bond ETF Transaction History
Mkd Wealth Coaches, LLC
- $100 Billion
- Q3 2025
A detailed history of Mkd Wealth Coaches, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mkd Wealth Coaches, LLC holds 12,096 shares of SCHZ stock, worth $283,046. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,096
Previous 11,764
2.82%
Holding current value
$283,046
Previous $273 Million
3.84%
% of portfolio
0.28%
Previous 0.29%
Shares
4 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