Evensky & Katz LLC Schwab Strategic Us Tips ETF Transaction History

Evensky & Katz LLC

$1.42 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 05, 2020	SELL	N/A	-4,388 Closed	0 $0
Q1 2020 May 01, 2020	SELL	N/A	-27,662 Reduced 86.31%	4,388 $252,000
Q4 2019 Feb 13, 2020	BUY	N/A	27,256 Added 568.54%	32,050 $1.81 Million
Q3 2019 Nov 07, 2019	BUY	N/A	4,794 New	4,794 $272,000

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

$926 Million
1.28% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.9M
Shares

$823 Million
3.11% of portfolio
Quadratic Capital Management LLC

12.3M
Shares

$635 Million
96.56% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$435 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.32M
Shares

$275 Million
0.42% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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