Midwest Capital Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Midwest Capital Advisors, LLC
- $137 Billion
- Q4 2024
A detailed history of Midwest Capital Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Midwest Capital Advisors, LLC holds 225,814 shares of SCHZ stock, worth $5.16 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
225,814Holding current value
$5.16 Million% of portfolio
3.75%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
648Shares Held
124MCall Options Held
100Put Options Held
0-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
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Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio