Graves Light Lenhart Wealth, Inc. Schwab Us Aggregate Bond ETF Transaction History
Graves Light Lenhart Wealth, Inc.
- $810 Million
- Q3 2024
A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 31,081 shares of SCHZ stock, worth $711,444. This represents 0.18% of its overall portfolio holdings.
Number of Shares
31,081
Previous 31,076
0.02%
Holding current value
$711,444
Previous $1.42 Million
4.24%
% of portfolio
0.18%
Previous 0.16%
Shares
25 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% 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