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

684

Shares Held

155M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$464 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$299 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$261 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$220 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.38M
Shares

$141 Million
0.39% of portfolio

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baltimore Washington Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baltimore Washington Financial Advisors, Inc. with notifications on news.

Account