Capital Advisory Group Advisory Services, LLC Schwab Strategic Us Tips ETF Transaction History

Capital Advisory Group Advisory Services, LLC

$210 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 14, 2020	SELL	N/A	-201 Closed	0 $0
Q1 2020 May 18, 2020	SELL	N/A	-3,750 Reduced 94.91%	201 $12,000
Q4 2019 Feb 14, 2020	BUY	N/A	201 Added 5.36%	3,951 $223,000
Q2 2019 May 28, 2020	BUY	N/A	3,750 New	3,750 $211,000

Others Institutions Holding SCHP

# of Institutions

677

Shares Held

158M

Call Options Held

123K

Put Options Held

4.8K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

17.9M
Shares

$936 Million
1.28% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.9M
Shares

$832 Million
3.11% of portfolio
Quadratic Capital Management LLC

10.1M
Shares

$529 Million
96.39% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$440 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.32M
Shares

$278 Million
0.42% of portfolio

View Full List

About SCHWAB STRATEGIC US TIPS ETF

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