Perfromance Wealth Partners, LLC Schwab Strategic Us Tips ETF Transaction History
Perfromance Wealth Partners, LLC
- $2.71 Billion
- Q2 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 84,714 shares of SCHP stock, worth $4.5 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
84,714
Previous 87,654
3.35%
Holding current value
$4.5 Million
Previous $4.57 Million
3.65%
% of portfolio
0.16%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding SCHP
# of Institutions
697Shares Held
171MCall Options Held
66.2KPut Options Held
2.7K-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$1.11 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.9MShares$896 Million3.27% of portfolio
-
Quadratic Capital Management LLC10.1MShares$538 Million96.39% of portfolio
-
Jpmorgan Chase & CO New York, NY8.51MShares$452 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$447 Million2.12% of portfolio