Lord & Richards Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History
Lord & Richards Wealth Management, LLC
- $109 Billion
- Q3 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 102,656 shares of SCHP stock, worth $2.75 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
102,656
Previous 9,402
991.85%
Holding current value
$2.75 Million
Previous $251 Million
1002.91%
% of portfolio
2.53%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding SCHP
# of Institutions
760Shares Held
386MCall Options Held
4.7KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO45.6MShares$1.22 Billion3.42% of portfolio
-
Wealthfront Advisers LLC35.7MShares$956 Million2.31% of portfolio
-
Municipal Employees' Retirement System Of Michigan16.4MShares$440 Million5.12% of portfolio
-
Us Bancorp \De\16.3MShares$436 Million0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$380 Million0.03% of portfolio