M Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History
M Wealth Management, LLC
- $108 Billion
- Q2 2025
A detailed history of M Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, M Wealth Management, LLC holds 192,811 shares of SCHP stock, worth $5.22 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
192,811
Previous 192,703
0.06%
Holding current value
$5.22 Million
Previous $5.18 Billion
0.73%
% of portfolio
4.74%
Previous 4.83%
Shares
3 transactions
Others Institutions Holding SCHP
# of Institutions
746Shares Held
347MCall Options Held
4.7KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO42.7MShares$1.15 Billion3.43% of portfolio
-
Wealthfront Advisers LLC32MShares$865 Million2.24% of portfolio
-
Jpmorgan Chase & CO New York, NY17.6MShares$475 Million0.04% of portfolio
-
Municipal Employees' Retirement System Of Michigan16.4MShares$444 Million5.27% of portfolio
-
Sei Investments CO Oaks, PA11.4MShares$307 Million0.37% of portfolio