West Hill Financial Advisors, Inc. Schwab Strategic Us Tips ETF Transaction History

West Hill Financial Advisors, Inc.

$412 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	$59.94 - $62.99 $41,418 - $43,526	-691 Closed	0 $0
Q3 2021 Oct 13, 2021	BUY	$62.25 - $63.89 $43,014 - $44,147	691 New	691 $43,000

Others Institutions Holding SCHP

# of Institutions

698

Shares Held

171M

Call Options Held

66.2K

Put Options Held

2.7K

Charles Schwab Investment Management Inc San Francisco, CA

21M
Shares

$1.13 Billion
0.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

16.9M
Shares

$905 Million
3.27% of portfolio
Quadratic Capital Management LLC

10.1M
Shares

$543 Million
96.39% of portfolio
Jpmorgan Chase & CO New York, NY

8.51M
Shares

$456 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$451 Million
2.12% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

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