Bradley & Co. Private Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	BUY	$49.69 - $52.46 $4,074 - $4,301	82 New	82 $4,000
Q2 2023 Jul 24, 2023	BUY	$52.18 - $54.02 $5,218 - $5,402	100 New	100 $5,000

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

9.97M
Shares

$262 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$221 Million
2.12% 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 Bradley & Co. Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bradley & Co. Private Wealth Management, LLC with notifications on news.

Account