Mid Atlantic Capital Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Mid Atlantic Capital Management, Inc.
- $147 Billion
- Q3 2025
A detailed history of Mid Atlantic Capital Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mid Atlantic Capital Management, Inc. holds 9,901 shares of SCHZ stock, worth $231,683. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,901
Previous 9,944
0.43%
Holding current value
$231,683
Previous $231 Million
0.55%
% of portfolio
0.16%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
706Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio