Luts & Greenleigh Group, Inc Schwab Us Aggregate Bond ETF Transaction History
Luts & Greenleigh Group, Inc
- $104 Billion
- Q3 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 11,938 shares of SCHZ stock, worth $270,634. This represents 0.54% of its overall portfolio holdings.
Number of Shares
11,938
Previous 13,041
8.46%
Holding current value
$270,634
Previous $594 Million
4.56%
% of portfolio
0.54%
Previous 0.62%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
88.4MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.1 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$80.9 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.1 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.8 Million12.11% of portfolio