Warren Averett Asset Management, LLC Schwab Strategic Us Tips ETF Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 42,655 shares of SCHP stock, worth $1.1 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
42,655
Previous 58,174
26.68%
Holding current value
$1.1 Million
Previous $3.03 Million
24.4%
% of portfolio
0.04%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SCHP
# of Institutions
685Shares Held
155MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$458 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$295 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$257 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$217 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.38MShares$139 Million0.39% of portfolio