Monumental Financial Group Inc. Schwab Strategic Us Tips ETF Transaction History

Monumental Financial Group Inc.

$269 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$51.68 - $53.62 $112,507 - $116,730	2,177 New	2,177 $117,000
Q3 2022 Oct 13, 2022	SELL	$51.8 - $57.88 $21,186 - $23,672	-409 Reduced 5.51%	7,010 $363,000
Q2 2022 Jul 28, 2022	SELL	$55.59 - $60.15 $34,465 - $37,293	-620 Reduced 7.71%	7,419 $414,000
Q1 2022 May 11, 2022	SELL	$59.94 - $62.99 $11.4 Million - $11.9 Million	-189,508 Reduced 95.93%	8,039 $488,000
Q4 2021 Feb 07, 2022	BUY	$62.25 - $63.89 $511,508 - $524,984	8,217 Added 4.34%	197,547 $12.4 Million
Q3 2021 Oct 18, 2021	BUY	$62.25 - $63.89 $1.39 Million - $1.43 Million	22,357 Added 13.39%	189,330 $11.8 Million
Q2 2021 Aug 12, 2021	BUY	$61.03 - $62.53 $1.73 Million - $1.78 Million	28,395 Added 20.49%	166,973 $10.4 Million
Q1 2021 May 14, 2021	BUY	$60.52 - $62.31 $8.39 Million - $8.63 Million	138,578 New	138,578 $8.48 Million

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

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