Modern Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,133 shares of SCHP stock, worth $132,431. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,133
Previous 5,082
1.0%
Holding current value
$132,431
Previous $264 Million
4.15%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHP
# of Institutions
685Shares Held
155MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$458 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$295 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$257 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$217 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.38MShares$139 Million0.39% of portfolio