Secure Asset Management, LLC Schwab Strategic Us Tips ETF Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 20, 2023	SELL	$51.47 - $53.83 $18,838 - $19,701	-366 Reduced 7.58%	4,465 $0
Q1 2022 Apr 19, 2022	BUY	$59.94 - $62.99 $289,570 - $304,304	4,831 New	4,831 $293,000

Others Institutions Holding SCHP

# of Institutions

690

Shares Held

171M

Call Options Held

66.2K

Put Options Held

2.7K

Charles Schwab Investment Management Inc San Francisco, CA

21M
Shares

$550 Million
0.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$465 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

About SCHWAB STRATEGIC US TIPS ETF

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