Mn Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Mn Wealth Advisors, LLC

  • $162 Billion
  • Q1 2024

A detailed history of Mn Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 50,865 shares of SCHZ stock, worth $2.33 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
50,865
Previous 45,433 11.96%
Holding current value
$2.33 Million
Previous $2.12 Billion 10.47%
% of portfolio
1.45%
Previous 1.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$45.44 - $46.67 $246,830 - $253,511
5,432 Added 11.96%
50,865 $2.34 Billion
Q4 2023

Feb 12, 2024
BUY
$43.09 - $46.83 $1.96 Million - $2.13 Million
45,433 New
45,433 $2.12 Billion

Others Institutions Holding SCHZ

# of Institutions
603
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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