Lane & Associates LLC Schwab Us Aggregate Bond ETF Transaction History
Lane & Associates LLC
- $184 Million
- Q1 2025
A detailed history of Lane & Associates LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Lane & Associates LLC holds 54,021 shares of SCHZ stock, worth $1.26 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
54,021Holding current value
$1.26 Million% of portfolio
0.68%Shares
1 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