Marshall & Sterling Wealth Advisors Inc. Schwab Strategic Us Tips ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 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 6,567 shares of SCHP stock, worth $175,404. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,567
Previous 6,564
0.05%
Holding current value
$175,404
Previous $170 Million
4.16%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SCHP
# of Institutions
746Shares Held
341MCall Options Held
37.5KPut Options Held
10.4K-
Empower Advisory Group, LLC Greenwood Village, CO42.7MShares$1.14 Billion3.43% of portfolio
-
Wealthfront Advisers LLC32MShares$854 Million2.24% of portfolio
-
Jpmorgan Chase & CO New York, NY17.6MShares$469 Million0.04% of portfolio
-
Municipal Employees' Retirement System Of Michigan16.4MShares$438 Million5.27% of portfolio
-
Sei Investments CO Oaks, PA11.1MShares$296 Million0.4% of portfolio