Greenup Street Wealth Management LLC Schwab Strategic Tr Long Term 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 Long Term stock. As of the latest transaction made, Greenup Street Wealth Management LLC holds 33,947 shares of SCHQ stock, worth $1.12 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
33,947
Previous 25,138
35.04%
Holding current value
$1.12 Million
Previous $881,000
29.97%
% of portfolio
0.34%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding SCHQ
# of Institutions
88Shares Held
13MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.53MShares$83.8 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.35MShares$77.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.66MShares$54.8 Million0.02% of portfolio
-
Sfmg, LLC642KShares$21.2 Million1.88% of portfolio
-
Northwest Capital Management Inc499KShares$16.5 Million5.51% of portfolio