Strategic Financial Planning, Inc. Schwab Strategic Us Tips ETF Transaction History
Strategic Financial Planning, Inc.
- $134 Million
- Q1 2024
A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 19,253 shares of SCHP stock, worth $998,845. This represents 0.75% of its overall portfolio holdings.
Number of Shares
19,253
Previous 22,318
13.73%
Holding current value
$998,845
Previous $1.16 Million
13.75%
% of portfolio
0.75%
Previous 0.91%
Shares
18 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