Mbe Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Mbe Wealth Management, LLC

$160 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$54.35 - $56.24 $37,827 - $39,143	-696 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$50.33 - $56.09 $35,029 - $39,038	696 New	696 $37,000

Others Institutions Holding SCHZ

# of Institutions

625

Shares Held

107M

Call Options Held

100

Put Options Held

1.8K

Charles Schwab Investment Management Inc San Francisco, CA

33.8M
Shares

$1.61 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

5.64M
Shares

$269 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.4M
Shares

$162 Million
5.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.68M
Shares

$128 Million
0.03% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.59M
Shares

$123 Million
16.7% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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