Aletheian Wealth Advisors LLC Schwab Strategic Us Tips ETF Transaction History
Aletheian Wealth Advisors LLC
- $163 Million
- Q3 2024
A detailed history of Aletheian Wealth Advisors LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 33,173 shares of SCHP stock, worth $870,791. This represents 1.09% of its overall portfolio holdings.
Number of Shares
33,173
Previous 31,819
4.26%
Holding current value
$870,791
Previous $1.65 Million
7.56%
% of portfolio
1.09%
Previous 0.9%
Shares
12 transactions
Others Institutions Holding SCHP
# of Institutions
679Shares Held
219MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO38.3MShares$1.01 Billion3.35% of portfolio
-
Quadratic Capital Management LLC14.2MShares$374 Million97.45% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$262 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$221 Million2.12% of portfolio
-
Lincoln National Corp8.23MShares$216 Million6.83% of portfolio