Fi3 Financial Advisors, LLC Schwab Strategic Us Tips ETF Transaction History
Fi3 Financial Advisors, LLC
- $266 Million
- Q4 2024
A detailed history of Fi3 Financial Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 233,975 shares of SCHP stock, worth $6.24 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
233,975
Previous 126,225
85.36%
Holding current value
$6.24 Million
Previous $6.77 Million
10.73%
% of portfolio
2.27%
Previous 2.7%
Shares
8 transactions
Others Institutions Holding SCHP
# of Institutions
718Shares Held
286MCall Options Held
110KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO38.3MShares$1.02 Billion3.35% of portfolio
-
Municipal Employees' Retirement System Of Michigan15.6MShares$415 Million5.54% of portfolio
-
Quadratic Capital Management LLC14.2MShares$380 Million97.45% of portfolio
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Sei Investments CO Oaks, PA11.2MShares$299 Million0.38% of portfolio
-
Voya Investment Management LLC Atlanta, GA11MShares$292 Million0.36% of portfolio