Lgt Financial Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Lgt Financial Advisors LLC
- $40.5 Billion
- Q3 2024
A detailed history of Lgt Financial Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 59 shares of SCHZ stock, worth $1,345. This represents 0.01% of its overall portfolio holdings.
Number of Shares
59
Previous 58
1.72%
Holding current value
$1,345
Previous $2.65 Million
5.24%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.7 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.5 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.2 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65 Million17.53% of portfolio