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

691

Shares Held

169M

Call Options Held

66.2K

Put Options Held

2.7K

Charles Schwab Investment Management Inc San Francisco, CA

21M
Shares

$549 Million
0.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

16.9M
Shares

$442 Million
3.27% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

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

8.51M
Shares

$223 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$220 Million
2.12% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Monumental Financial Group Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monumental Financial Group Inc. with notifications on news.