Williams Jones Wealth Management, Llc. Schwab Strategic Us Tips ETF Transaction History
Williams Jones Wealth Management, Llc.
- $7.73 Billion
- Q1 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 4,028 shares of SCHP stock, worth $209,456. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,028
Previous 3,978
1.26%
Holding current value
$209,456
Previous $207,000
1.45%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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