Midwest Heritage Bank, Fsb Schwab Us Aggregate Bond ETF Transaction History
Midwest Heritage Bank, Fsb
- $263 Million
- Q3 2025
A detailed history of Midwest Heritage Bank, Fsb transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Midwest Heritage Bank, Fsb holds 14,540 shares of SCHZ stock, worth $340,236. This represents 0.13% of its overall portfolio holdings.
Number of Shares
14,540
Previous 14,524
0.11%
Holding current value
$340,236
Previous $336,000
1.49%
% of portfolio
0.13%
Previous 0.14%
Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
175MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO6.22MShares$145 Million9.9% of portfolio