Legacy Bridge, LLC Schwab Us Aggregate Bond ETF Transaction History
Legacy Bridge, LLC
- $175 Million
- Q4 2024
A detailed history of Legacy Bridge, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Legacy Bridge, LLC holds 1,530 shares of SCHZ stock, worth $34,792. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,530
Previous 765
100.0%
Holding current value
$34,792
Previous $36,000
5.56%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
105MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.4 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.2 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio