L.M. Kohn & Company Schwab Strategic Us Tips ETF Transaction History

L.M. Kohn & Company

$365 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$55.59 - $60.15 $185,114 - $200,299	-3,330 Closed	0 $0
Q1 2022 May 25, 2022	BUY	$59.94 - $62.99 $199,600 - $209,756	3,330 New	3,330 $203,000

Others Institutions Holding SCHP

# of Institutions

698

Shares Held

171M

Call Options Held

66.2K

Put Options Held

2.7K

Charles Schwab Investment Management Inc San Francisco, CA

21M
Shares

$1.13 Billion
0.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

16.9M
Shares

$906 Million
3.27% of portfolio
Quadratic Capital Management LLC

10.1M
Shares

$544 Million
96.39% of portfolio
Jpmorgan Chase & CO New York, NY

8.51M
Shares

$457 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$452 Million
2.12% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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