Redwood Investment Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Redwood Investment Management, LLC
- $922 Million
- Q1 2025
A detailed history of Redwood Investment Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Redwood Investment Management, LLC holds 139,862 shares of SCHZ stock, worth $3.17 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
139,862
Previous 130,265
7.37%
Holding current value
$3.17 Million
Previous $2.96 Million
9.54%
% of portfolio
0.35%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$278 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$167 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$157 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$154 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$123 Million10.66% of portfolio