Octavia Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History
Octavia Wealth Advisors, LLC
- $806 Million
- Q3 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 5,566 shares of SCHP stock, worth $143,602. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,566
Previous 5,624
1.03%
Holding current value
$143,602
Previous $292,000
2.05%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding SCHP
# of Institutions
685Shares Held
155MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$458 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$295 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$257 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$217 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.38MShares$139 Million0.39% of portfolio