Luts & Greenleigh Group, Inc Schwab Us Aggregate Bond ETF Transaction History
Luts & Greenleigh Group, Inc
- $101 Billion
- Q4 2024
A detailed history of Luts & Greenleigh Group, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Luts & Greenleigh Group, Inc holds 23,882 shares of SCHZ stock, worth $546,658. This represents 0.54% of its overall portfolio holdings.
Number of Shares
23,882
Previous 11,938
100.05%
Holding current value
$546,658
Previous $567 Million
4.44%
% of portfolio
0.54%
Previous 0.54%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
673Shares Held
161MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio