Wealth Management Solutions, LLC Schwab Strategic Us Tips ETF Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 15,664 shares of SCHP stock, worth $410,866. This represents 0.55% of its overall portfolio holdings.
Number of Shares
15,664
Previous 16,499
5.06%
Holding current value
$410,866
Previous $865,000
8.67%
% of portfolio
0.55%
Previous 0.57%
Shares
7 transactions
Others Institutions Holding SCHP
# of Institutions
690Shares Held
171MCall Options Held
66.2KPut Options Held
2.7K-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$550 Million0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$465 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$300 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.51MShares$223 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$221 Million2.12% of portfolio