Midwest Heritage Bank, Fsb Schwab Us Aggregate Bond ETF Transaction History
Midwest Heritage Bank, Fsb
- $197 Million
- Q2 2024
A detailed history of Midwest Heritage Bank, Fsb transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Midwest Heritage Bank, Fsb holds 13,079 shares of SCHZ stock, worth $613,143. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,079
Previous 13,884
5.8%
Holding current value
$613,143
Previous $638,000
6.58%
% of portfolio
0.3%
Previous 0.34%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio