Carolina Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History
Carolina Wealth Advisors, LLC
- $179 Million
- Q4 2024
A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 790,572 shares of SCHP stock, worth $21.2 Million. This represents 11.42% of its overall portfolio holdings.
Number of Shares
790,572
Previous 396,510
99.38%
Holding current value
$21.2 Million
Previous $21.3 Million
3.97%
% of portfolio
11.42%
Previous 11.22%
Shares
21 transactions
Others Institutions Holding SCHP
# of Institutions
719Shares Held
308MCall Options Held
110KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO38.3MShares$1.03 Billion3.35% of portfolio
-
Wealthfront Advisers LLC22.2MShares$595 Million1.69% of portfolio
-
Municipal Employees' Retirement System Of Michigan15.6MShares$417 Million5.54% of portfolio
-
Quadratic Capital Management LLC14.2MShares$381 Million97.45% of portfolio
-
Sei Investments CO Oaks, PA11.2MShares$300 Million0.38% of portfolio