Simon Quick Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Simon Quick Advisors, LLC

$1.73 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$55.59 - $60.15 $44,194 - $47,819	-795 Closed	0 $0
Q4 2020 Jan 27, 2021	BUY	$60.73 - $62.08 $48,280 - $49,353	795 New	795 $49,000

Others Institutions Holding SCHP

# of Institutions

737

Shares Held

339M

Call Options Held

37.5K

Put Options Held

10.4K

Empower Advisory Group, LLC Greenwood Village, CO

40.7M
Shares

$1.07 Billion
3.59% of portfolio
Wealthfront Advisers LLC

28.2M
Shares

$744 Million
2.17% of portfolio
Jpmorgan Chase & CO New York, NY

17.6M
Shares

$463 Million
0.04% of portfolio
Municipal Employees' Retirement System Of Michigan

16.4M
Shares

$433 Million
5.58% of portfolio
Quadratic Capital Management LLC

14.2M
Shares

$374 Million
97.8% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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