Kovitz Investment Group Partners, LLC Schwab Strategic Us Tips ETF Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$51.1 - $52.24 $127,903 - $130,756
2,503 Added 5.51%
47,968 $2.49 Million
Q1 2024

May 14, 2024
BUY
$51.32 - $52.45 $85,909 - $87,801
1,674 Added 3.82%
45,465 $2.37 Million
Q4 2023

Feb 07, 2024
BUY
$49.69 - $52.46 $191,058 - $201,708
3,845 Added 9.63%
43,791 $2.29 Million
Q3 2023

Nov 09, 2023
BUY
$50.37 - $52.48 $161,184 - $167,936
3,200 Added 8.71%
39,946 $2.02 Million
Q2 2023

Aug 08, 2023
SELL
$52.18 - $54.02 $29,638 - $30,683
-568 Reduced 1.52%
36,746 $1.93 Million
Q1 2023

May 11, 2023
BUY
$51.68 - $53.62 $358,659 - $372,122
6,940 Added 22.85%
37,314 $2 Million
Q4 2022

Jan 19, 2023
BUY
$51.47 - $53.83 $27,536 - $28,799
535 Added 1.79%
30,374 $1.57 Million
Q3 2022

Nov 09, 2022
SELL
$51.8 - $57.88 $568,764 - $635,522
-10,980 Reduced 26.9%
29,839 $1.55 Million
Q2 2022

Aug 02, 2022
BUY
$55.59 - $60.15 $45,027 - $48,721
810 Added 2.02%
40,819 $2.28 Million
Q1 2022

Apr 22, 2022
SELL
$59.94 - $62.99 $3.11 Million - $3.26 Million
-51,806 Reduced 56.42%
40,009 $2.43 Million
Q4 2021

Feb 04, 2022
BUY
$62.25 - $63.89 $3.23 Million - $3.31 Million
51,825 Added 129.59%
91,815 $5.7 Million
Q3 2021

Oct 28, 2021
SELL
$62.25 - $63.89 $929,081 - $953,558
-14,925 Reduced 27.18%
39,990 $2.5 Million
Q2 2021

Aug 04, 2021
SELL
$61.03 - $62.53 $2.05 Million - $2.1 Million
-33,590 Reduced 37.95%
54,915 $3.43 Million
Q1 2021

May 06, 2021
SELL
$60.52 - $62.31 $170,061 - $175,091
-2,810 Reduced 3.08%
88,505 $5.41 Million
Q4 2020

Feb 12, 2021
SELL
$60.73 - $62.08 $1.84 Million - $1.88 Million
-30,332 Reduced 24.93%
91,315 $5.67 Million
Q3 2020

Nov 10, 2020
BUY
$60.05 - $61.93 $506,521 - $522,379
8,435 Added 7.45%
121,647 $7.5 Million
Q2 2020

Aug 12, 2020
BUY
$57.69 - $60.12 $2.42 Million - $2.53 Million
42,007 Added 58.99%
113,212 $6.8 Million
Q1 2020

May 15, 2020
BUY
$53.09 - $59.55 $472,501 - $529,995
8,900 Added 14.28%
71,205 $4.1 Million
Q4 2019

Feb 13, 2020
BUY
$56.32 - $57.23 $143,616 - $145,936
2,550 Added 4.27%
62,305 $3.53 Million
Q3 2019

Nov 14, 2019
BUY
$56.24 - $57.07 $3.36 Million - $3.41 Million
59,755 New
59,755 $3.39 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-32,735 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
32,735 New
32,735 $1.8 Million

Others Institutions Holding SCHP

# of Institutions
686
Shares Held
156M
Call Options Held
60.2K
Put Options Held
1.3K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
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