Lutz Financial Services LLC Schwab Strategic Us Tips ETF Transaction History
Lutz Financial Services LLC
- $1.15 Billion
- Q2 2024
A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 853,726 shares of SCHP stock, worth $45.4 Million. This represents 3.87% of its overall portfolio holdings.
Number of Shares
853,726
Previous 828,563
3.04%
Holding current value
$45.4 Million
Previous $43.2 Million
2.74%
% of portfolio
3.87%
Previous 3.78%
Shares
27 transactions
Others Institutions Holding SCHP
# of Institutions
699Shares 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$897 Million3.27% of portfolio
-
Quadratic Capital Management LLC10.1MShares$538 Million96.39% of portfolio
-
Jpmorgan Chase & CO New York, NY8.51MShares$452 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$447 Million2.12% of portfolio