Avantax Planning Partners, Inc. Schwab Strategic Us Tips ETF Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 74,961 shares of SCHP stock, worth $1.93 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
74,961
Previous 74,507
0.61%
Holding current value
$1.93 Million
Previous $3.88 Million
3.74%
% of portfolio
0.14%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding SCHP
# of Institutions
685Shares Held
156MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$456 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$294 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$256 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$216 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.38MShares$138 Million0.39% of portfolio