Litman Gregory Wealth Management LLC Schwab Strategic Us Tips ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.1 Billion
- Q1 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 940,968 shares of SCHP stock, worth $49 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
940,968
Previous 968,494
2.84%
Holding current value
$49 Million
Previous $50.6 Million
2.92%
% of portfolio
4.45%
Previous 4.8%
Shares
23 transactions
Others Institutions Holding SCHP
# of Institutions
677Shares Held
159MCall Options Held
123KPut Options Held
4.8K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA17.9MShares$934 Million1.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.9MShares$830 Million3.11% of portfolio
-
Quadratic Capital Management LLC12.3MShares$640 Million96.56% of portfolio
-
Personal Capital Advisors Corp8.42MShares$439 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.32MShares$277 Million0.42% of portfolio