Miracle Mile Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Miracle Mile Advisors, LLC

$4.15 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 25, 2023	BUY	$44.14 - $46.33 $397 - $416	9 Added 0.17%	5,159 $228,000
Q2 2023 Jul 13, 2023	SELL	$45.86 - $47.33 $60,351 - $62,286	-1,316 Reduced 20.35%	5,150 $237,000
Q1 2023 Apr 20, 2023	BUY	$45.33 - $47.44 $14,052 - $14,706	310 Added 5.04%	6,466 $303,000
Q4 2022 Jan 20, 2023	BUY	$44.04 - $47.03 $22,944 - $24,502	521 Added 9.25%	6,156 $0
Q3 2022 Oct 24, 2022	SELL	$44.98 - $49.09 $114,204 - $124,639	-2,539 Reduced 31.06%	5,635 $255,000
Q2 2022 Jul 15, 2022	BUY	$46.62 - $50.36 $86,806 - $93,770	1,862 Added 29.5%	8,174 $391,000
Q1 2022 Apr 25, 2022	BUY	$50.05 - $53.52 $23,973 - $25,636	479 Added 8.21%	6,312 $319,000
Q4 2021 Jan 18, 2022	BUY	$53.63 - $54.52 $312,823 - $318,015	5,833 New	5,833 $314,000

Others Institutions Holding SCHZ

# of Institutions

627

Shares Held

81.7M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$145 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$72 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.6 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.4 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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