Surevest, LLC Schwab Strategic Us Tips ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Surevest, LLC holds 28,276 shares of SCHP stock, worth $729,520. This represents 0.4% of its overall portfolio holdings.
Number of Shares
28,276
Previous 27,928
1.25%
Holding current value
$729,520
Previous $1.56 Million
5.97%
% of portfolio
0.4%
Previous 0.41%
Shares
4 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