Carolina Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History
Carolina Wealth Advisors, LLC
- $221 Million
- Q3 2025
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 486,139 shares of SCHP stock, worth $13.2 Million. This represents 5.94% of its overall portfolio holdings.
Number of Shares
486,139
Previous 754,878
35.6%
Holding current value
$13.2 Million
Previous $20.1 Million
34.95%
% of portfolio
5.94%
Previous 10.3%
Shares
24 transactions
Others Institutions Holding SCHP
# of Institutions
746Shares Held
352MCall Options Held
4.7KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO42.7MShares$1.16 Billion3.43% of portfolio
-
Wealthfront Advisers LLC32MShares$865 Million2.24% of portfolio
-
Jpmorgan Chase & CO New York, NY17.6MShares$475 Million0.04% of portfolio
-
Municipal Employees' Retirement System Of Michigan16.4MShares$444 Million5.27% of portfolio
-
Quadratic Capital Management LLC11.8MShares$319 Million98.14% of portfolio