Headinvest, LLC Schwab Strategic Us Tips ETF Transaction History

Headinvest, LLC

$525 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 17, 2023	BUY	$51.68 - $53.62 $239,795 - $248,796	4,640 New	4,640 $248,000
Q3 2021 Nov 16, 2021	BUY	$62.25 - $63.89 $225,220 - $231,154	3,618 New	3,618 $226,000

Others Institutions Holding SCHP

# of Institutions

684

Shares Held

155M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$464 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$299 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$261 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$220 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.38M
Shares

$141 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 Headinvest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Headinvest, LLC with notifications on news.