Greenup Street Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Greenup Street Wealth Management LLC
- $425 Million
- Q2 2024
A detailed history of Greenup Street Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Greenup Street Wealth Management LLC holds 57,378 shares of SCHZ stock, worth $2.69 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
57,378
Previous 18,009
218.61%
Holding current value
$2.69 Million
Previous $828,000
215.82%
% of portfolio
0.62%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio