Legacy Bridge, LLC Schwab Us Aggregate Bond ETF Transaction History
Legacy Bridge, LLC
- $188 Million
- Q2 2025
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 $36,046. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,530
Previous 1,530
-0.0%
Holding current value
$36,046
Previous $35,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$286 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio