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

Mn Wealth Advisors, LLC

  • $172 Billion
  • Q2 2025

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 13,653 shares of SCHZ stock, worth $316,203. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,653
Holding current value
$316,203
% of portfolio
0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$22.68 - $23.28 $309,650 - $317,841
13,653 New
13,653 $317 Million
Q2 2024

Jul 23, 2024
BUY
$44.66 - $45.99 $28,850 - $29,709
646 Added 1.27%
51,511 $2.35 Billion
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
711
Shares Held
171M
Call Options Held
1.7K
Put Options Held
0
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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