Morningstar Investment Services LLC Schwab Strategic Us Tips ETF Transaction History
Morningstar Investment Services LLC
- $9.09 Billion
- Q1 2024
A detailed history of Morningstar Investment Services LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Morningstar Investment Services LLC holds 270,074 shares of SCHP stock, worth $14 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
270,074
Previous 542,730
50.24%
Holding current value
$14 Million
Previous $28.4 Million
50.31%
% of portfolio
0.15%
Previous 0.16%
Shares
27 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$930 Million1.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.9MShares$826 Million3.11% of portfolio
-
Quadratic Capital Management LLC12.3MShares$637 Million96.56% of portfolio
-
Personal Capital Advisors Corp8.42MShares$437 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.32MShares$276 Million0.42% of portfolio