Graves Light Lenhart Wealth, Inc. Schwab Us Aggregate Bond ETF Transaction History
Graves Light Lenhart Wealth, Inc.
- $801 Million
- Q4 2024
A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 58,054 shares of SCHZ stock, worth $1.34 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
58,054
Previous 31,081
86.78%
Holding current value
$1.34 Million
Previous $1.48 Million
10.77%
% of portfolio
0.16%
Previous 0.18%
Shares
26 transactions
Others Institutions Holding SCHZ
# of Institutions
684Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio