Cornerstone Wealth Advisors, Inc. Schwab Strategic Us Tips ETF Transaction History

Cornerstone Wealth Advisors, Inc.

$325 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	N/A	-3,650 Closed	0 $0
Q2 2021 Jul 16, 2021	SELL	N/A	-2,375 Reduced 39.42%	3,650 $227,000
Q1 2021 May 17, 2021	BUY	N/A	6,025 New	6,025 $368,000

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
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Advisors, Inc. with notifications on news.