Mid Atlantic Capital Management, Inc. Schwab Us Aggregate Bond ETF Transaction History

Mid Atlantic Capital Management, Inc.

  • $137 Billion
  • Q4 2024

A detailed history of Mid Atlantic Capital Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mid Atlantic Capital Management, Inc. holds 9,962 shares of SCHZ stock, worth $227,432. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,962
Previous 5,893 69.05%
Holding current value
$227,432
Previous $280 Million 19.25%
% of portfolio
0.17%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$22.63 - $47.53 $92,081 - $193,399
4,069 Added 69.05%
9,962 $226 Million
Q3 2024

Nov 07, 2024
BUY
$45.2 - $47.87 $266,363 - $282,097
5,893 New
5,893 $280 Million
Q2 2024

Nov 08, 2024
BUY
$44.66 - $45.99 $2,099 - $2,161
47 Added 0.8%
5,940 $270,000
Q4 2023

Nov 12, 2024
BUY
$43.09 - $46.83 $17,106 - $18,591
397 Added 6.74%
6,290 $293 Million

Others Institutions Holding SCHZ

# of Institutions
638
Shares Held
110M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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