Jfs Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$51.47 - $53.83 $349,996 - $366,044	-6,800 Reduced 50.0%	6,800 $352,000
Q3 2021 Nov 09, 2021	SELL	$62.25 - $63.89 $554,025 - $568,621	-8,900 Reduced 39.56%	13,600 $851,000
Q2 2021 Aug 04, 2021	BUY	$61.03 - $62.53 $1.37 Million - $1.41 Million	22,500 New	22,500 $1.41 Million
Q4 2020 Feb 01, 2021	SELL	$60.73 - $62.08 $66,803 - $68,288	-1,100 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$60.05 - $61.93 $65,994 - $68,061	1,099 Added 109900.0%	1,100 $68,000
Q2 2020 Aug 05, 2020	BUY	$57.69 - $60.12 $57 - $60	1 New	1 $0
Q4 2019 Feb 03, 2020	SELL	$56.32 - $57.23 $1,239 - $1,259	-22 Closed	0 $0
Q3 2019 Oct 31, 2019	BUY	$56.24 - $57.07 $1,237 - $1,255	22 New	22 $1,000

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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