Greenup Street Wealth Management LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Greenup Street Wealth Management LLC
- $334 Million
- Q1 2024
A detailed history of Greenup Street Wealth Management LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Greenup Street Wealth Management LLC holds 102,758 shares of SCHJ stock, worth $4.97 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
102,758
Previous 95,459
7.65%
Holding current value
$4.97 Million
Previous $4.62 Million
7.54%
% of portfolio
1.49%
Previous 1.47%
Shares
3 transactions
Others Institutions Holding SCHJ
# of Institutions
95Shares Held
4.53MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.68MShares$81.3 Million0.02% of portfolio
-
Envestnet Asset Management Inc184KShares$8.91 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL168KShares$8.12 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC161KShares$7.81 Million0.0% of portfolio
-
Columbus Macro, LLC152KShares$7.37 Million2.85% of portfolio