Willow Creek Wealth Management Inc. Schwab Strategic Us Tips ETF Transaction History
Willow Creek Wealth Management Inc.
- $782 Million
- Q4 2023
A detailed history of Willow Creek Wealth Management Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 354,441 shares of SCHP stock, worth $9.27 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
354,441
Previous 309,675
14.46%
Holding current value
$9.27 Million
Previous $15.6 Million
18.33%
% of portfolio
2.37%
Previous 2.36%
Shares
16 transactions
Others Institutions Holding SCHP
# of Institutions
667Shares Held
201MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO38.3MShares$1 Billion3.35% of portfolio
-
Quadratic Capital Management LLC14.2MShares$372 Million97.45% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$261 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$220 Million2.12% of portfolio
-
Central Trust CO Jefferson City, MO5.87MShares$154 Million3.8% of portfolio