Mine & Arao Wealth Creation & Management, Llc. Schwab Us Aggregate Bond ETF Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	BUY	$44.98 - $49.09 $44 - $49	1 Added 0.66%	153 $7,000
Q1 2020 May 13, 2020	BUY	$50.33 - $56.09 $7,650 - $8,525	152 New	152 $8,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$144 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$94.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.3 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.9 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.7 Million
17.53% of portfolio

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About SCHWAB US AGGREGATE BOND ETF

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