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

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

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