Sterling Investment Advisors, Ltd. Schwab Strategic Us Tips ETF Transaction History

Sterling Investment Advisors, Ltd.

$370 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 03, 2022	BUY	$59.94 - $62.99 $14,325 - $15,054	239 New	239 $15,000

Others Institutions Holding SCHP

# of Institutions

685

Shares Held

156M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$456 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$294 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$256 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$216 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.38M
Shares

$138 Million
0.39% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors, Ltd. with notifications on news.