Pinnacle Associates LTD Schwab Strategic Us Tips ETF Transaction History

Pinnacle Associates LTD

$6.17 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	N/A	-6,156 Closed	0 $0
Q1 2021 May 12, 2021	BUY	N/A	67 Added 1.1%	6,156 $377,000
Q4 2020 Jan 26, 2021	BUY	N/A	135 Added 2.27%	6,089 $378,000
Q3 2020 Oct 23, 2020	BUY	N/A	5,954 New	5,954 $367,000

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

$934 Million
1.28% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.9M
Shares

$830 Million
3.11% of portfolio
Quadratic Capital Management LLC

12.3M
Shares

$640 Million
96.56% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$439 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.32M
Shares

$277 Million
0.42% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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