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

Mbe Wealth Management, LLC

$175 Million
Q3 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

627

Shares Held

81.7M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$145 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95.1 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.9 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.3 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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