Redwood Investment Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Redwood Investment Management, LLC
- $1.13 Billion
- Q3 2024
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 60,012 shares of SCHZ stock, worth $1.36 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
60,012
Previous 56,198
6.79%
Holding current value
$1.36 Million
Previous $2.56 Million
11.36%
% of portfolio
0.25%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
94.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio