True Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
A detailed history of True Wealth Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 34,954 shares of SCHP stock, worth $901,813. This represents 0.69% of its overall portfolio holdings.
Number of Shares
34,954
Previous 34,638
0.91%
Holding current value
$901,813
Previous $1.8 Million
4.05%
% of portfolio
0.69%
Previous 0.72%
Shares
11 transactions
Others Institutions Holding SCHP
# of Institutions
685Shares Held
155MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$458 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$295 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$257 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$217 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.38MShares$139 Million0.39% of portfolio