Luts & Greenleigh Group, Inc Schwab Us Aggregate Bond ETF Transaction History
Luts & Greenleigh Group, Inc
- $104 Billion
- Q3 2024
A detailed history of Luts & Greenleigh Group, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Luts & Greenleigh Group, Inc holds 11,938 shares of SCHZ stock, worth $273,141. This represents 0.54% of its overall portfolio holdings.
Number of Shares
11,938
Previous 13,041
8.46%
Holding current value
$273,141
Previous $594 Million
4.56%
% of portfolio
0.54%
Previous 0.62%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
629Shares Held
111MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$774 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$129 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$77.8 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.4 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.2 Million17.53% of portfolio