Mkd Wealth Coaches, LLC Schwab Us Aggregate Bond ETF Transaction History
Mkd Wealth Coaches, LLC
- $94.8 Billion
- Q2 2025
A detailed history of Mkd Wealth Coaches, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mkd Wealth Coaches, LLC holds 11,764 shares of SCHZ stock, worth $272,454. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,764
Previous 11,434
2.89%
Holding current value
$272,454
Previous $265 Million
3.24%
% of portfolio
0.29%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$173 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio