Bogart Wealth, LLC Schwab Strategic Us Tips ETF Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 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 1,411 shares of SCHP stock, worth $37,998. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,411
Previous 860
64.07%
Holding current value
$37,998
Previous $23,000
60.87%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding SCHP
# of Institutions
745Shares Held
352MCall Options Held
4.7KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO42.7MShares$1.15 Billion3.43% of portfolio
-
Wealthfront Advisers LLC32MShares$861 Million2.24% of portfolio
-
Jpmorgan Chase & CO New York, NY17.6MShares$473 Million0.04% of portfolio
-
Municipal Employees' Retirement System Of Michigan16.4MShares$442 Million5.27% of portfolio
-
Quadratic Capital Management LLC11.8MShares$317 Million98.14% of portfolio