Lifelong Wealth Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History
Lifelong Wealth Advisors, Inc.
- $222 Billion
- Q4 2024
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 147,284 shares of SCHZ stock, worth $3.41 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
147,284Holding current value
$3.41 Million% of portfolio
1.5%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
683Shares 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$137 Million11.76% of portfolio