Upper Left Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History
Upper Left Wealth Management, LLC
- $112 Million
- Q4 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 100,442 shares of SCHP stock, worth $2.68 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
100,442
Previous 48,826
105.71%
Holding current value
$2.68 Million
Previous $2.62 Million
0.92%
% of portfolio
2.32%
Previous 2.27%
Shares
13 transactions
Others Institutions Holding SCHP
# of Institutions
716Shares Held
286MCall Options Held
110KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO38.3MShares$1.02 Billion3.35% of portfolio
-
Municipal Employees' Retirement System Of Michigan15.6MShares$415 Million5.54% of portfolio
-
Quadratic Capital Management LLC14.2MShares$380 Million97.45% of portfolio
-
Sei Investments CO Oaks, PA11.2MShares$299 Million0.38% of portfolio
-
Voya Investment Management LLC Atlanta, GA11MShares$292 Million0.36% of portfolio