Morton Brown Family Wealth, LLC Schwab Strategic Us Tips ETF Transaction History

Morton Brown Family Wealth, LLC

$281 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$59.94 - $62.99 $1,798 - $1,889	-30 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$62.25 - $63.89 $1,867 - $1,916	30 New	30 $2,000

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
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