Luts & Greenleigh Group, Inc Schwab Us Aggregate Bond ETF Transaction History
Luts & Greenleigh Group, Inc
- $111 Billion
- Q3 2025
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 23,412 shares of SCHZ stock, worth $547,840. This represents 0.49% of its overall portfolio holdings.
Number of Shares
23,412
Previous 23,412
-0.0%
Holding current value
$547,840
Previous $544 Million
0.99%
% of portfolio
0.49%
Previous 0.52%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio