Essex Savings Bank Schwab Strategic Us Tips ETF Transaction History

Essex Savings Bank

$398 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 30, 2019	SELL	$56.24 - $57.07 $31,494 - $31,959	-560 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	N/A	360 Added 180.0%	560 $32,000
Q4 2018 Feb 01, 2019	BUY	N/A	200 New	200 $11,000

Others Institutions Holding SCHP

# of Institutions

718

Shares Held

286M

Call Options Held

110K

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

38.3M
Shares

$1.01 Billion
3.35% of portfolio
Municipal Employees' Retirement System Of Michigan

15.6M
Shares

$412 Million
5.54% of portfolio
Quadratic Capital Management LLC

14.2M
Shares

$377 Million
97.45% of portfolio
Sei Investments CO Oaks, PA

11.2M
Shares

$297 Million
0.38% of portfolio
Voya Investment Management LLC Atlanta, GA

11M
Shares

$290 Million
0.36% of portfolio

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