Bogart Wealth, LLC Schwab Strategic Us Tips ETF Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 952 shares of SCHP stock, worth $25,513. This represents 0.0% of its overall portfolio holdings.
Number of Shares
952
Previous 1,411
32.53%
Holding current value
$25,513
Previous $37,000
32.43%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding SCHP
# of Institutions
759Shares Held
386MCall Options Held
4.7KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO45.6MShares$1.22 Billion3.42% of portfolio
-
Wealthfront Advisers LLC35.7MShares$956 Million2.31% of portfolio
-
Municipal Employees' Retirement System Of Michigan16.4MShares$440 Million5.12% of portfolio
-
Us Bancorp \De\16.3MShares$436 Million0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$380 Million0.03% of portfolio