Leo Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Leo Wealth, LLC

$1.09 Trillion
Q3 2024

A detailed history of Leo Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 4,743 shares of SCHZ stock, worth $108,756. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,743

Holding current value

$108,756

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$45.2 - $47.87 $214,383 - $227,047	4,743 New	4,743 $225 Million

Others Institutions Holding SCHZ

# of Institutions

627

Shares Held

81.7M

Call Options Held

100

Put Options Held

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$145 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95.2 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.9 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.3 Million
17.53% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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