Family Wealth Group, LLC Schwab Strategic Us Tips ETF Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 5,044 shares of SCHP stock, worth $270,358. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,044
Previous 5,111
1.31%
Holding current value
$270,358
Previous $266,000
1.5%
% of portfolio
0.28%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding SCHP
# of Institutions
698Shares Held
171MCall Options Held
66.2KPut Options Held
2.7K-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$1.12 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.9MShares$905 Million3.27% of portfolio
-
Quadratic Capital Management LLC10.1MShares$543 Million96.39% of portfolio
-
Jpmorgan Chase & CO New York, NY8.51MShares$456 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$451 Million2.12% of portfolio