Legacy Wealth Management, Inc Schwab Us Aggregate Bond ETF Transaction History
Legacy Wealth Management, Inc
- $1.56 Billion
- Q4 2024
A detailed history of Legacy Wealth Management, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 23,892 shares of SCHZ stock, worth $545,454. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,892
Previous 10,764
121.96%
Holding current value
$545,454
Previous $511,000
6.07%
% of portfolio
0.03%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
690Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio