Benchmark Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History
Benchmark Wealth Management, LLC
- $203 Million
- Q4 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 31,120 shares of SCHP stock, worth $812,543. This represents 0.4% of its overall portfolio holdings.
Number of Shares
31,120
Previous 15,722
97.94%
Holding current value
$812,543
Previous $843,000
4.74%
% of portfolio
0.4%
Previous 0.42%
Shares
16 transactions
Others Institutions Holding SCHP
# of Institutions
668Shares Held
178MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$463 Million3.23% of portfolio
-
Quadratic Capital Management LLC14.2MShares$372 Million97.45% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$260 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$220 Million2.12% of portfolio
-
Central Trust CO Jefferson City, MO5.87MShares$153 Million3.8% of portfolio