L2 Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History
L2 Asset Management, LLC
- $642 Million
- Q3 2025
A detailed history of L2 Asset Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, L2 Asset Management, LLC holds 23,505 shares of SCHZ stock, worth $550,017. This represents 0.09% of its overall portfolio holdings.
Number of Shares
23,505
Previous 24,161
2.72%
Holding current value
$550,017
Previous $561,000
1.78%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio