Family Wealth Group, LLC Schwab Strategic Us Tips ETF Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 5,044 shares of SCHP stock, worth $132,304. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,044
Previous 5,111
1.31%
Holding current value
$132,304
Previous $266,000
1.5%
% of portfolio
0.28%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding SCHP
# of Institutions
690Shares Held
171MCall Options Held
66.2KPut Options Held
2.7K-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$550 Million0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$465 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$300 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$262 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$221 Million2.12% of portfolio