Number of Shares
173,640.00
Current Holdings Value*
$4.02 Mil
% of Portfolio
2.47%
Total Estimate Gain
$-7,654.92
% of Total Estimate Gain
-0.15%

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 %

Top Ranked Articles

  • 1