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 $739,700. This represents 0.4% of its overall portfolio holdings.
Number of Shares
28,276
Previous 27,928
1.25%
Holding current value
$739,700
Previous $1.56 Million
5.97%
% of portfolio
0.4%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding SCHP
# of Institutions
691Shares Held
170MCall Options Held
66.2KPut Options Held
2.7K-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$549 Million0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.9MShares$442 Million3.27% of portfolio
-
Quadratic Capital Management LLC11.4MShares$299 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.51MShares$223 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$220 Million2.12% of portfolio