Baltimore Washington Financial Advisors, Inc. Schwab Strategic Us Tips ETF Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	BUY	$51.8 - $57.88 $28,904 - $32,297	558 New	558 $289,000
Q2 2022 Aug 05, 2022	SELL	$55.59 - $60.15 $10,895 - $11,789	-196 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$59.94 - $62.99 $11,748 - $12,346	196 New	196 $567,000

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

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About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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