Mc Naughton Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History
Mc Naughton Wealth Management, LLC
- $180 Million
- Q1 2024
A detailed history of Mc Naughton Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 54,327 shares of SCHP stock, worth $2.83 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
54,327
Previous 51,337
5.82%
Holding current value
$2.83 Million
Previous $2.68 Million
5.75%
% of portfolio
1.57%
Previous 1.59%
Shares
4 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