Concentric Wealth Management, LLC Schwab Strategic Us Tips ETF Put Options Transaction History

Concentric Wealth Management, LLC

$379 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHP

# of Institutions

694

Shares Held

172M

Call Options Held

66.2K

Put Options Held

2.7K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$468 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$301 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$263 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$222 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.38M
Shares

$142 Million
0.39% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concentric Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concentric Wealth Management, LLC with notifications on news.