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

Lowe Wealth Advisors, LLC

$230 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 05, 2023	SELL	$51.68 - $53.62 $1,912 - $1,983	-37 Reduced 9.51%	352 $18,000
Q1 2022 Apr 08, 2022	BUY	$59.94 - $62.99 $23,316 - $24,503	389 New	389 $24,000

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

$467 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$301 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$263 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$222 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.38M
Shares

$142 Million
0.39% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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