Magnolia Capital Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Magnolia Capital Advisors LLC
- $192 Million
- Q4 2024
A detailed history of Magnolia Capital Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Magnolia Capital Advisors LLC holds 103,630 shares of SCHZ stock, worth $2.4 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
103,630
Previous 51,815
100.0%
Holding current value
$2.4 Million
Previous $2.46 Million
4.47%
% of portfolio
1.23%
Previous 1.27%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
681Shares Held
163MCall 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
-
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