Kalos Management, Inc. Schwab Strategic Us Tips ETF Transaction History

Kalos Management, Inc.

$0
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	SELL	$52.18 - $54.02 $417 - $432	-8 Reduced 3.43%	225 $11,000
Q4 2022 Feb 27, 2023	BUY	$51.47 - $53.83 $11,992 - $12,542	233 New	233 $12,000

Others Institutions Holding SCHP

# of Institutions

686

Shares Held

156M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$466 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$300 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$262 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$221 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
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