Alm First Financial Advisors, LLC Schwab Strategic Us Tips ETF Transaction History
Alm First Financial Advisors, LLC
- $412 Million
- Q3 2024
A detailed history of Alm First Financial Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Alm First Financial Advisors, LLC holds 187,871 shares of SCHP stock, worth $4.91 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
187,871
Previous 170,000
10.51%
Holding current value
$4.91 Million
Previous $8.84 Million
13.96%
% of portfolio
2.45%
Previous 2.54%
Shares
2 transactions
Others Institutions Holding SCHP
# of Institutions
691Shares Held
170MCall Options Held
66.2KPut Options Held
2.7K-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$549 Million0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.9MShares$442 Million3.27% of portfolio
-
Quadratic Capital Management LLC11.4MShares$299 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.51MShares$223 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$220 Million2.12% of portfolio