Midwest Heritage Bank, Fsb Schwab Us Aggregate Bond ETF Transaction History
Midwest Heritage Bank, Fsb
- $212 Million
- Q3 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 12,935 shares of SCHZ stock, worth $294,012. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,935
Previous 13,079
1.1%
Holding current value
$294,012
Previous $596,000
3.02%
% of portfolio
0.29%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio