M1 Capital Management LLC Schwab Us Aggregate Bond ETF Transaction History
M1 Capital Management LLC
- $185 Billion
- Q4 2024
A detailed history of M1 Capital Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, M1 Capital Management LLC holds 91,302 shares of SCHZ stock, worth $2.11 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
91,302Holding current value
$2.11 Million% of portfolio
1.12%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
683Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio