Institutional & Family Asset Management, LLC Schwab Strategic Us Tips ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$59.94 - $62.99 $1,198 - $1,259	-20 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$62.25 - $63.89 $1,245 - $1,277	20 New	20 $1,000
Q3 2020 Oct 30, 2020	SELL	$60.05 - $61.93 $960 - $990	-16 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$57.69 - $60.12 $47,536 - $49,538	-824 Reduced 98.1%	16 $1,000
Q3 2019 Nov 14, 2019	BUY	$56.24 - $57.07 $47,241 - $47,938	840 New	840 $48,000

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

View Full List

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