Grove Street Fiduciary, LLC Schwab Us Aggregate Bond ETF Transaction History
Grove Street Fiduciary, LLC
- $190 Billion
- Q4 2024
A detailed history of Grove Street Fiduciary, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Grove Street Fiduciary, LLC holds 476,748 shares of SCHZ stock, worth $10.9 Million. This represents 5.68% of its overall portfolio holdings.
Number of Shares
476,748Holding current value
$10.9 Million% of portfolio
5.68%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
639Shares Held
111MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio