Walter & Keenan Wealth Management LLC Schwab Strategic Us Tips ETF Transaction History
Walter & Keenan Wealth Management LLC
- $304 Million
- Q1 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 13,067 shares of SCHP stock, worth $679,484. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,067
Previous 13,917
6.11%
Holding current value
$679,484
Previous $726,000
6.2%
% of portfolio
0.22%
Previous 0.26%
Shares
15 transactions
Others Institutions Holding SCHP
# of Institutions
678Shares Held
159MCall Options Held
123KPut Options Held
4.8K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA17.9MShares$932 Million1.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.9MShares$828 Million3.11% of portfolio
-
Quadratic Capital Management LLC12.3MShares$638 Million96.56% of portfolio
-
Personal Capital Advisors Corp8.42MShares$438 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.32MShares$277 Million0.42% of portfolio