Upper Left Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History
Upper Left Wealth Management, LLC
- $106 Million
- Q1 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 66,397 shares of SCHP stock, worth $3.43 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
66,397
Previous 68,901
3.63%
Holding current value
$3.43 Million
Previous $3.6 Million
3.7%
% of portfolio
3.27%
Previous 3.52%
Shares
10 transactions
Others Institutions Holding SCHP
# of Institutions
676Shares Held
159MCall Options Held
123KPut Options Held
4.8K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA17.9MShares$926 Million1.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.9MShares$823 Million3.11% of portfolio
-
Quadratic Capital Management LLC12.3MShares$635 Million96.56% of portfolio
-
Personal Capital Advisors Corp8.42MShares$435 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.32MShares$275 Million0.42% of portfolio