Bay Harbor Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Bay Harbor Wealth Management, LLC

$301 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$55.59 - $60.15 $3,502 - $3,789	-63 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$59.94 - $62.99 $3,776 - $3,968	63 New	63 $4,000

Others Institutions Holding SCHP

# of Institutions

690

Shares Held

171M

Call Options Held

66.2K

Put Options Held

2.7K

Charles Schwab Investment Management Inc San Francisco, CA

21M
Shares

$550 Million
0.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$465 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$300 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

8.51M
Shares

$223 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$221 Million
2.12% of portfolio

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 Bay Harbor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bay Harbor Wealth Management, LLC with notifications on news.