Grey Fox Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History
Grey Fox Wealth Advisors, LLC
- $359 Billion
- Q3 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 74,270 shares of SCHP stock, worth $1.93 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
74,270
Previous 55,829
33.03%
Holding current value
$1.93 Million
Previous $2.9 Billion
37.17%
% of portfolio
1.11%
Previous 1.02%
Shares
8 transactions
Others Institutions Holding SCHP
# of Institutions
669Shares Held
167MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$460 Million3.23% of portfolio
-
Quadratic Capital Management LLC14.2MShares$369 Million97.45% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$259 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$218 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.38MShares$139 Million0.39% of portfolio