Security National Bank Of Sioux City Iowa Schwab Us Aggregate Bond ETF Transaction History

Security National Bank Of Sioux City Iowa

$157 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 16, 2021	SELL	$54.26 - $55.17 $258,765 - $263,105	-4,769 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$53.9 - $54.6 $257,049 - $260,387	4,769 New	4,769 $260,000

Others Institutions Holding SCHZ

# of Institutions

627

Shares Held

81.7M

Call Options Held

100

Put Options Held

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$145 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$72 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.6 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.4 Million
17.53% of portfolio

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About SCHWAB US AGGREGATE BOND ETF

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