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

L.M. Kohn & Company

$390 Million
Q3 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

686

Shares Held

156M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$463 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$299 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$260 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$220 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.38M
Shares

$140 Million
0.39% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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