Lord & Richards Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Lord & Richards Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 524 shares of SCHZ stock, worth $12,156. This represents 0.01% of its overall portfolio holdings.
Number of Shares
524Holding current value
$12,156% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
692Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio