Msh Capital Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Msh Capital Advisors LLC

  • $347 Billion
  • Q2 2025

A detailed history of Msh Capital Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Msh Capital Advisors LLC holds 54,312 shares of SCHZ stock, worth $1.26 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
54,312
Previous 38,984 39.32%
Holding current value
$1.26 Million
Previous $903 Million 39.8%
% of portfolio
0.36%
Previous 0.28%

Shares

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

Jul 23, 2025
BUY
$22.68 - $23.28 $347,639 - $356,835
15,328 Added 39.32%
54,312 $1.26 Billion
Q1 2025

May 12, 2025
BUY
$22.46 - $23.26 $355,272 - $367,926
15,818 Added 68.28%
38,984 $903 Million
Q4 2024

Feb 13, 2025
BUY
$22.63 - $47.53 $524,246 - $1.1 Million
23,166 New
23,166 $526 Million
Q3 2024

Feb 13, 2025
BUY
$45.2 - $47.87 $144,414 - $152,944
3,195 Added 43.43%
10,551 $501 Million
Q2 2024

Feb 13, 2025
SELL
$44.66 - $45.99 $706,074 - $727,101
-15,810 Reduced 68.25%
7,356 $335 Million

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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