Capital Insight Partners, LLC Schwab Strategic Us Tips ETF Transaction History

Capital Insight Partners, LLC

$565 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$51.47 - $53.83 $710,697 - $743,284	-13,808 Reduced 76.79%	4,174 $216,000
Q3 2022 Oct 20, 2022	SELL	$51.8 - $57.88 $379,176 - $423,681	-7,320 Reduced 28.93%	17,982 $931,000
Q2 2022 Jul 20, 2022	SELL	$55.59 - $60.15 $278,283 - $301,110	-5,006 Reduced 16.52%	25,302 $1.41 Million
Q1 2022 Apr 21, 2022	SELL	$59.94 - $62.99 $335,843 - $352,932	-5,603 Reduced 15.6%	30,308 $1.84 Million
Q4 2021 Jan 20, 2022	SELL	$62.25 - $63.89 $330,734 - $339,447	-5,313 Reduced 12.89%	35,911 $2.26 Million
Q3 2021 Oct 13, 2021	SELL	$62.25 - $63.89 $433,758 - $445,185	-6,968 Reduced 14.46%	41,224 $2.58 Million
Q2 2021 Aug 02, 2021	SELL	$61.03 - $62.53 $48,152 - $49,336	-789 Reduced 1.61%	48,192 $3.01 Million
Q1 2021 Apr 20, 2021	BUY	$60.52 - $62.31 $189,851 - $195,466	3,137 Added 6.84%	48,981 $3 Million
Q4 2020 Feb 02, 2021	SELL	$60.73 - $62.08 $33,219 - $33,957	-547 Reduced 1.18%	45,844 $2.85 Million
Q3 2020 Nov 04, 2020	BUY	$60.05 - $61.93 $69,117 - $71,281	1,151 Added 2.54%	46,391 $2.86 Million
Q2 2020 Jul 15, 2020	BUY	$57.69 - $60.12 $2.61 Million - $2.72 Million	45,240 New	45,240 $2.72 Million

Others Institutions Holding SCHP

# of Institutions

685

Shares Held

155M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$458 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$295 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$257 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$217 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.38M
Shares

$139 Million
0.39% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

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