Winthrop Capital Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Winthrop Capital Management, LLC
- $396 Million
- Q2 2025
A detailed history of Winthrop Capital Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Winthrop Capital Management, LLC holds 1,536 shares of SCHZ stock, worth $36,188. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,536
Previous 1,536
-0.0%
Holding current value
$36,188
Previous $36,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
713Shares Held
170MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio