Lido Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Lido Advisors, LLC
- $17.8 Billion
- Q2 2024
A detailed history of Lido Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Lido Advisors, LLC holds 23,197 shares of SCHZ stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
23,197
Previous 25,104
7.6%
Holding current value
$1.1 Million
Previous $1.15 Million
8.41%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$266 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$160 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$122 Million16.7% of portfolio