Oak Harbor Wealth Partners, LLC Schwab Strategic Us Tips ETF Transaction History

Oak Harbor Wealth Partners, LLC

$321 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	N/A	-163 Closed	0 $0
Q1 2022 May 11, 2022	SELL	N/A	-751 Reduced 82.17%	163 $10,000
Q4 2021 Feb 17, 2022	BUY	N/A	914 New	914 $57,000

Others Institutions Holding SCHP

# of Institutions

677

Shares Held

159M

Call Options Held

123K

Put Options Held

4.8K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

17.9M
Shares

$930 Million
1.28% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.9M
Shares

$826 Million
3.11% of portfolio
Quadratic Capital Management LLC

12.3M
Shares

$637 Million
96.56% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$437 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.32M
Shares

$276 Million
0.42% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

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