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 $294,141. This represents 0.29% of its overall portfolio holdings.

Number of Shares
12,935
Previous 13,079 1.1%
Holding current value
$294,141
Previous $596,000 3.02%
% of portfolio
0.29%
Previous 0.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$45.2 - $47.87 $6,508 - $6,893
-144 Reduced 1.1%
12,935 $614,000
Q2 2024

Jul 17, 2024
SELL
$44.66 - $45.99 $35,951 - $37,021
-805 Reduced 5.8%
13,079 $596,000
Q1 2024

Apr 23, 2024
BUY
$45.44 - $46.67 $130,821 - $134,362
2,879 Added 26.16%
13,884 $638,000
Q4 2023

Jan 23, 2024
SELL
$43.09 - $46.83 $2,499 - $2,716
-58 Reduced 0.52%
11,005 $513,000
Q3 2023

Oct 27, 2023
BUY
$44.14 - $46.33 $294,369 - $308,974
6,669 Added 151.78%
11,063 $489,000
Q2 2023

Jul 26, 2023
SELL
$45.86 - $47.33 $23,251 - $23,996
-507 Reduced 10.34%
4,394 $202,000
Q1 2023

Apr 19, 2023
SELL
$45.33 - $47.44 $453,571 - $474,684
-10,006 Reduced 67.12%
4,901 $229,000
Q4 2022

Jan 19, 2023
SELL
$44.04 - $47.03 $117,542 - $125,523
-2,669 Reduced 15.19%
14,907 $0
Q3 2022

Oct 21, 2022
SELL
$44.98 - $49.09 $40,032 - $43,690
-890 Reduced 4.82%
17,576 $796,000
Q2 2022

Jul 13, 2022
SELL
$46.62 - $50.36 $81,305 - $87,827
-1,744 Reduced 8.63%
18,466 $884,000
Q1 2022

Apr 28, 2022
BUY
$50.05 - $53.52 $1.01 Million - $1.08 Million
20,210 New
20,210 $1.02 Million

Others Institutions Holding SCHZ

# of Institutions
630
Shares Held
105M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Midwest Heritage Bank, Fsb Portfolio

Follow Midwest Heritage Bank, Fsb and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Heritage Bank, Fsb, based on Form 13F filings with the SEC.

News

Stay updated on Midwest Heritage Bank, Fsb with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email