Magnolia Capital Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Magnolia Capital Advisors LLC
- $194 Million
- Q3 2024
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 $1.18 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
51,815
Previous 51,815
-0.0%
Holding current value
$1.18 Million
Previous $2.36 Million
4.28%
% of portfolio
1.27%
Previous 1.36%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
94.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio