Nova Point Capital, LLC Schwab Us Aggregate Bond ETF Transaction History

Nova Point Capital, LLC

$318 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Jun 18, 2020	SELL	$50.33 - $56.09 $754,044 - $840,340	-14,982 Closed	0 $0
Q4 2019 Jun 18, 2020	BUY	$53.21 - $54.14 $797,192 - $811,125	14,982 New	14,982 $800,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$143 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$93.9 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.6 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.5 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nova Point Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nova Point Capital, LLC with notifications on news.