Midwest Heritage Bank, Fsb Schwab Us Aggregate Bond ETF Transaction History
Midwest Heritage Bank, Fsb
- $207 Million
- Q4 2024
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 19,969 shares of SCHZ stock, worth $462,282. This represents 0.22% of its overall portfolio holdings.
Number of Shares
19,969
Previous 12,935
54.38%
Holding current value
$462,282
Previous $614,000
26.22%
% of portfolio
0.22%
Previous 0.29%
Shares
12 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
-
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