Clearview Wealth Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Clearview Wealth Advisors LLC

$97.3 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	SELL	$52.18 - $54.02 $7,670 - $7,940	-147 Reduced 3.01%	4,742 $248,000
Q1 2023 Apr 12, 2023	SELL	$51.68 - $53.62 $742,228 - $770,090	-14,362 Reduced 74.6%	4,889 $262,000
Q4 2022 Jan 31, 2023	SELL	$51.7 - $53.83 $1.67 Million - $1.74 Million	-32,342 Reduced 62.69%	19,251 $997,000
Q3 2022 Oct 18, 2022	SELL	N/A	-17,664 Reduced 25.51%	51,593 $2.67 Million
Q2 2022 Aug 05, 2022	BUY	N/A	16,868 Added 32.2%	69,257 $3.87 Million

Q1 2022 Apr 29, 2022	SELL	N/A	-22,394 Reduced 29.95%	52,389 $3.18 Million
Q4 2021 Feb 02, 2022	BUY	N/A	42,984 Added 135.17%	74,783 $4.7 Million
Q3 2021 Nov 02, 2021	BUY	N/A	28,367 Added 826.54%	31,799 $1.99 Million
Q2 2021 Jul 30, 2021	BUY	N/A	954 Added 38.5%	3,432 $215,000
Q1 2021 May 06, 2021	BUY	N/A	2,478 New	2,478 $152,000

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

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