Souders Financial Advisors Schwab Strategic Us Tips ETF Transaction History

Souders Financial Advisors

$683 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	BUY	$50.37 - $52.48 $644,333 - $671,324	12,792 Added 10.33%	136,623 $6.9 Million
Q2 2023 Aug 09, 2023	BUY	$52.18 - $54.02 $243,732 - $252,327	4,671 Added 3.92%	123,831 $6.49 Million
Q1 2023 May 09, 2023	BUY	$51.68 - $53.62 $456,076 - $473,196	8,825 Added 8.0%	119,160 $6.39 Million
Q4 2022 Feb 13, 2023	BUY	$51.47 - $53.83 $446,296 - $466,759	8,671 Added 8.53%	110,335 $5.71 Million
Q3 2022 Nov 10, 2022	BUY	$51.8 - $57.88 $275,835 - $308,211	5,325 Added 5.53%	101,664 $5.27 Million
Q2 2022 Aug 05, 2022	BUY	$55.59 - $60.15 $182,835 - $197,833	3,289 Added 3.53%	96,339 $5.38 Million
Q1 2022 May 04, 2022	BUY	$59.94 - $62.99 $230,828 - $242,574	3,851 Added 4.32%	93,050 $5.65 Million
Q4 2021 Feb 04, 2022	BUY	$62.25 - $63.89 $44,820 - $46,000	720 Added 0.81%	89,199 $5.61 Million
Q3 2021 Nov 03, 2021	BUY	$62.25 - $63.89 $120,329 - $123,499	1,933 Added 2.23%	88,479 $5.54 Million
Q2 2021 Aug 09, 2021	BUY	$61.03 - $62.53 $4.97 Million - $5.09 Million	81,457 Added 1600.65%	86,546 $5.41 Million
Q1 2021 May 13, 2021	BUY	$60.52 - $62.31 $307,986 - $317,095	5,089 New	5,089 $311,000

Others Institutions Holding SCHP

# of Institutions

685

Shares Held

155M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$458 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$295 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$257 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$217 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.38M
Shares

$139 Million
0.39% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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