C2 C Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

C2 C Wealth Management, LLC

$102 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$59.94 - $62.99 $192,107 - $201,882	-3,205 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$62.25 - $63.89 $199,511 - $204,767	3,205 New	3,205 $202,000

Others Institutions Holding SCHP

# of Institutions

694

Shares Held

172M

Call Options Held

66.2K

Put Options Held

2.7K

Charles Schwab Investment Management Inc San Francisco, CA

21M
Shares

$553 Million
0.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$468 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$301 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$263 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$222 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 C2 C Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on C2 C Wealth Management, LLC with notifications on news.