Certified Advisory Corp Schwab Strategic Us Tips ETF Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$51.8 - $57.88 $51,074 - $57,069	-986 Reduced 8.92%	10,074 $522,000
Q2 2022 Aug 15, 2022	SELL	$55.59 - $60.15 $278,227 - $301,050	-5,005 Reduced 31.15%	11,060 $617,000
Q1 2022 May 13, 2022	SELL	$59.94 - $62.99 $71,688 - $75,336	-1,196 Reduced 6.93%	16,065 $975,000
Q4 2021 Feb 14, 2022	SELL	$62.25 - $63.89 $238,915 - $245,209	-3,838 Reduced 18.19%	17,261 $1.09 Million
Q3 2021 Nov 15, 2021	BUY	$62.25 - $63.89 $78,684 - $80,756	1,264 Added 6.37%	21,099 $1.32 Million
Q2 2021 Aug 16, 2021	BUY	$61.03 - $62.53 $1.16 Million - $1.19 Million	19,084 Added 2541.15%	19,835 $1.24 Million
Q1 2021 May 10, 2021	BUY	$60.52 - $62.31 $28,504 - $29,348	471 Added 168.21%	751 $46,000
Q1 2020 Apr 27, 2020	BUY	$53.09 - $59.55 $12,582 - $14,113	237 Added 551.16%	280 $16,000
Q4 2019 Jan 29, 2020	BUY	$56.32 - $57.23 $2,421 - $2,460	43 New	43 $2,000

Others Institutions Holding SCHP

# of Institutions

686

Shares Held

156M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$466 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
Sei Investments CO Oaks, PA

5.38M
Shares

$141 Million
0.39% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

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