Cic Wealth, LLC Schwab Strategic Us Tips ETF Transaction History

Cic Wealth, LLC

$387 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$51.68 - $53.62 $1,757 - $1,823	34 Added 0.68%	5,058 $271 Million
Q4 2022 Feb 15, 2023	BUY	$51.47 - $53.83 $258,585 - $270,441	5,024 New	5,024 $260 Million

Others Institutions Holding SCHP

# of Institutions

685

Shares Held

155M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$458 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$295 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$257 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$217 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.38M
Shares

$139 Million
0.39% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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