Legacy Financial Strategies, LLC Schwab Us Aggregate Bond ETF Transaction History
Legacy Financial Strategies, LLC
- $448 Million
- Q3 2024
A detailed history of Legacy Financial Strategies, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 12,472 shares of SCHZ stock, worth $286,481. This represents 0.13% of its overall portfolio holdings.
Number of Shares
12,472Holding current value
$286,481% of portfolio
0.13%Shares
1 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
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.3 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$72 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$66.6 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.4 Million17.53% of portfolio