Midwest Capital Advisors, LLC SCHZ Holdings History
Midwest Capital Advisors, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Midwest Capital Advisors, LLC held 173,640.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $4.02 Mil. This investment constitutes 2.47% of their stock portfolio, and Midwest Capital Advisors, LLC now holds 0.05% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $22.91 for 52,174.00 shares. Based on historical transaction data and SCHZ's current price of $23.10, Midwest Capital Advisors, LLC's estimated gain on his SCHZ holdings is $-7,654.92, reflecting a -0.15% gain to date.
Midwest Capital Advisors, LLC SCHZ ($23.10) Holding Chart
Midwest Capital Advisors, LLC SCHZ ($23.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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