Family Wealth Group, LLC Schwab Strategic Us Tips ETF Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 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 5,024 shares of SCHP stock, worth $129,066. This represents 0.29% of its overall portfolio holdings.
Number of Shares
5,024
Previous 5,044
0.4%
Holding current value
$129,066
Previous $262,000
2.67%
% of portfolio
0.29%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding SCHP
# of Institutions
685Shares Held
156MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$456 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$294 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$256 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$216 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.38MShares$138 Million0.39% of portfolio