Midwest Financial Group LLC Schwab Us Aggregate Bond ETF Transaction History
Midwest Financial Group LLC
- $157 Billion
- Q2 2024
A detailed history of Midwest Financial Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Midwest Financial Group LLC holds 40,841 shares of SCHZ stock, worth $1.94 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
40,841
Previous 39,281
3.97%
Holding current value
$1.94 Million
Previous $1.81 Billion
3.04%
% of portfolio
1.18%
Previous 1.21%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio