Wealth Management Resources, Inc. Schwab Strategic Us Tips ETF Transaction History
Wealth Management Resources, Inc.
- $233 Million
- Q2 2024
A detailed history of Wealth Management Resources, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 22,277 shares of SCHP stock, worth $1.18 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
22,277
Previous 226,548
90.17%
Holding current value
$1.18 Million
Previous $11.8 Million
90.2%
% of portfolio
0.5%
Previous 3.31%
Shares
11 transactions
Others Institutions Holding SCHP
# of Institutions
697Shares Held
171MCall Options Held
66.2KPut Options Held
2.7K-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$1.11 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.9MShares$896 Million3.27% of portfolio
-
Quadratic Capital Management LLC10.1MShares$538 Million96.39% of portfolio
-
Jpmorgan Chase & CO New York, NY8.51MShares$452 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$447 Million2.12% of portfolio