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 51,815 shares of SCHZ stock, worth $1.17 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
51,815
Previous 51,815 -0.0%
Holding current value
$1.17 Million
Previous $2.36 Million 4.28%
% of portfolio
1.27%
Previous 1.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Oct 30, 2024

BUY
$44.66 - $45.99 $2.31 Million - $2.38 Million
51,815 New
51,815 $2.36 Million
Q2 2023

Aug 08, 2023

BUY
$45.86 - $47.33 $199,032 - $205,412
4,340 New
4,340 $200,000

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Magnolia Capital Advisors LLC Portfolio

Follow Magnolia Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Magnolia Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Magnolia Capital Advisors LLC with notifications on news.