Marshall & Sterling Wealth Advisors Inc. Schwab Strategic Us Tips ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 6,646 shares of SCHP stock, worth $177,780. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,646
Previous 6,567
1.2%
Holding current value
$177,780
Previous $177 Million
0.39%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHP
# of Institutions
763Shares Held
354MCall Options Held
4.7KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO42.7MShares$1.14 Billion3.43% of portfolio
-
Wealthfront Advisers LLC32MShares$855 Million2.24% of portfolio
-
Jpmorgan Chase & CO New York, NY17.6MShares$470 Million0.04% of portfolio
-
Municipal Employees' Retirement System Of Michigan16.4MShares$439 Million5.27% of portfolio
-
Quadratic Capital Management LLC11.8MShares$315 Million98.14% of portfolio