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 $146,719. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,566
Previous 5,624
1.03%
Holding current value
$146,719
Previous $292,000
2.05%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding SCHP
# of Institutions
694Shares Held
172MCall Options Held
66.2KPut Options Held
2.7K-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$553 Million0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$468 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$301 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$263 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$222 Million2.12% of portfolio