Gen Wealth Group, Inc. Schwab Strategic Us Tips ETF Transaction History

Gen Wealth Group, Inc.

$432 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 16, 2020	SELL	$57.69 - $60.12 $265,835 - $277,032	-4,608 Closed	0 $0
Q1 2020 Apr 20, 2020	BUY	$53.09 - $59.55 $244,638 - $274,406	4,608 New	4,608 $265,000

Others Institutions Holding SCHP

# of Institutions

685

Shares Held

155M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$458 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$295 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$257 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$217 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.38M
Shares

$139 Million
0.39% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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