Legacy Bridge, LLC Schwab Us Aggregate Bond ETF Transaction History
Legacy Bridge, LLC
- $178 Million
- Q3 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 765 shares of SCHZ stock, worth $17,541. This represents 0.02% of its overall portfolio holdings.
Number of Shares
765
Previous 765
-0.0%
Holding current value
$17,541
Previous $34,000
5.88%
% of portfolio
0.02%
Previous 0.02%
Shares
3 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$95.2 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio