Choate Investment Advisors Schwab Strategic Us Tips ETF Transaction History

Choate Investment Advisors

$3.69 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 07, 2022	SELL	N/A	-816 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	N/A	-500 Reduced 37.99%	816 $51,000
Q2 2021 Jul 30, 2021	BUY	N/A	1,316 New	1,316 $82,000

Others Institutions Holding SCHP

# of Institutions

677

Shares Held

159M

Call Options Held

123K

Put Options Held

4.8K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

17.9M
Shares

$934 Million
1.28% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.9M
Shares

$830 Million
3.11% of portfolio
Quadratic Capital Management LLC

12.3M
Shares

$640 Million
96.56% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$439 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.32M
Shares

$277 Million
0.42% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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