Ever Source Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,898 shares of SCHP stock, worth $511,528. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,898
Previous 5,453
81.51%
Holding current value
$511,528
Previous $284,000
81.69%
% of portfolio
0.04%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding SCHP
# of Institutions
676Shares Held
159MCall Options Held
123KPut Options Held
4.8K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA17.9MShares$926 Million1.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.9MShares$823 Million3.11% of portfolio
-
Quadratic Capital Management LLC12.3MShares$635 Million96.56% of portfolio
-
Personal Capital Advisors Corp8.42MShares$435 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.32MShares$275 Million0.42% of portfolio