Grove Street Fiduciary, LLC Schwab Us Aggregate Bond ETF Transaction History
Grove Street Fiduciary, LLC
- $190 Billion
- Q4 2024
A detailed history of Grove Street Fiduciary, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Grove Street Fiduciary, LLC holds 476,748 shares of SCHZ stock, worth $11 Million. This represents 5.68% of its overall portfolio holdings.
Number of Shares
476,748Holding current value
$11 Million% of portfolio
5.68%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio