Trajan Wealth LLC Schwab Strategic Us Tips ETF Transaction History
Trajan Wealth LLC
- $1.56 Trillion
- Q2 2024
A detailed history of Trajan Wealth LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Trajan Wealth LLC holds 103,977 shares of SCHP stock, worth $5.52 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
103,977
Previous 88,076
18.05%
Holding current value
$5.52 Million
Previous $4.59 Billion
17.71%
% of portfolio
0.35%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding SCHP
# of Institutions
699Shares Held
171MCall Options Held
66.2KPut Options Held
2.7K-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$1.12 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.9MShares$897 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