Mkd Wealth Coaches, LLC Schwab Us Aggregate Bond ETF Transaction History
Mkd Wealth Coaches, LLC
- $98.8 Billion
- Q4 2024
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 9,587 shares of SCHZ stock, worth $219,638. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,587Holding current value
$219,638% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
638Shares Held
112MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.8 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio