Milestone Wealth, LLC Schwab Strategic Us Tips ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 500 shares of SCHP stock, worth $13,160. This represents 0.03% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$13,160
Previous $28,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHP
# of Institutions
686Shares Held
156MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$467 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$301 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$262 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$222 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.38MShares$141 Million0.39% of portfolio