Clear Perspectives Financial Planning, LLC Schwab Strategic Us Tips ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	N/A	-57,716 Closed	0 $0
Q1 2022 May 12, 2022	SELL	N/A	-229,333 Reduced 79.89%	57,716 $3.5 Million
Q4 2021 Feb 09, 2022	BUY	N/A	135,394 Added 89.28%	287,049 $18.1 Million
Q3 2021 Nov 05, 2021	BUY	N/A	7,784 Added 5.41%	151,655 $9.49 Million
Q2 2021 Aug 05, 2021	SELL	N/A	-12,798 Reduced 8.17%	143,871 $8.99 Million

Q1 2021 May 06, 2021	SELL	N/A	-3,290 Reduced 2.06%	156,669 $9.58 Million
Q4 2020 Feb 01, 2021	BUY	N/A	159,959 New	159,959 $9.93 Million

Others Institutions Holding SCHP

# of Institutions

676

Shares Held

159M

Call Options Held

123K

Put Options Held

4.8K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

17.9M
Shares

$932 Million
1.28% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.9M
Shares

$828 Million
3.11% of portfolio
Quadratic Capital Management LLC

12.3M
Shares

$639 Million
96.56% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$438 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.32M
Shares

$277 Million
0.42% of portfolio

View Full List

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