Family Wealth Group, LLC Schwab Strategic Us Tips ETF Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 5,024 shares of SCHP stock, worth $131,829. This represents 0.29% of its overall portfolio holdings.
Number of Shares
5,024
Previous 5,044
0.4%
Holding current value
$131,829
Previous $262,000
2.67%
% of portfolio
0.29%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding SCHP
# of Institutions
666Shares Held
203MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO38.3MShares$1.01 Billion3.35% of portfolio
-
Quadratic Capital Management LLC14.2MShares$374 Million97.45% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$262 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$221 Million2.12% of portfolio
-
Central Trust CO Jefferson City, MO5.87MShares$154 Million3.8% of portfolio