Greenup Street Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Greenup Street Wealth Management LLC

  • $502 Million
  • Q4 2024

A detailed history of Greenup Street Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Greenup Street Wealth Management LLC holds 96,433 shares of SCHZ stock, worth $2.19 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
96,433
Previous 68,448 40.89%
Holding current value
$2.19 Million
Previous $3.25 Million 32.69%
% of portfolio
0.44%
Previous 0.67%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$22.63 - $47.53 $633,300 - $1.33 Million
27,985 Added 40.89%
96,433 $2.19 Million
Q3 2024

Oct 16, 2024
BUY
$45.2 - $47.87 $500,364 - $529,920
11,070 Added 19.29%
68,448 $3.25 Million
Q2 2024

Jul 22, 2024
BUY
$44.66 - $45.99 $1.76 Million - $1.81 Million
39,369 Added 218.61%
57,378 $2.62 Million
Q1 2024

May 06, 2024
BUY
$45.44 - $46.67 $221,429 - $227,422
4,873 Added 37.1%
18,009 $828,000
Q4 2023

Feb 08, 2024
BUY
$43.09 - $46.83 $566,030 - $615,158
13,136 New
13,136 $612,000

Others Institutions Holding SCHZ

# of Institutions
625
Shares Held
98.7M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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