Andrews, Lucia Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Andrews, Lucia Wealth Management LLC
- $140 Million
- Q1 2024
A detailed history of Andrews, Lucia Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 5,390 shares of SCHZ stock, worth $244,274. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,390
Previous 5,390
-0.0%
Holding current value
$244,274
Previous $251,000
1.59%
% of portfolio
0.18%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.46 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$203 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$163 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$156 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$116 Million0.03% of portfolio