Walter & Keenan Wealth Management LLC Schwab Strategic Us Tips ETF Transaction History
Walter & Keenan Wealth Management LLC
- $313 Million
- Q2 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 11,867 shares of SCHP stock, worth $620,406. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,867
Previous 13,067
9.18%
Holding current value
$620,406
Previous $681,000
9.4%
% of portfolio
0.2%
Previous 0.22%
Shares
16 transactions
Others Institutions Holding SCHP
# of Institutions
685Shares Held
163MCall Options Held
123KPut Options Held
4.8K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA17.9MShares$937 Million1.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.9MShares$882 Million3.27% of portfolio
-
Quadratic Capital Management LLC10.1MShares$530 Million96.39% of portfolio
-
Personal Capital Advisors Corp8.42MShares$440 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.32MShares$278 Million0.42% of portfolio