Wilbanks Smith & Thomas Asset Management LLC Schwab Strategic Us Tips ETF Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	SELL	N/A	-5,190 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	N/A	-70 Reduced 1.33%	5,190 $325,000
Q2 2020 Jul 31, 2020	BUY	N/A	868 Added 19.76%	5,260 $316,000
Q1 2020 May 06, 2020	BUY	N/A	4,392 New	4,392 $253,000
Q4 2018 Feb 08, 2019	SELL	N/A	-70 Closed	0 $0

Q3 2018 Nov 14, 2018	BUY	N/A	70 New	70 $4,000

Others Institutions Holding SCHP

# of Institutions

676

Shares Held

159M

Call Options Held

123K

Put Options Held

4.8K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

17.9M
Shares

$926 Million
1.28% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.9M
Shares

$823 Million
3.11% of portfolio
Quadratic Capital Management LLC

12.3M
Shares

$635 Million
96.56% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$435 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.32M
Shares

$275 Million
0.42% of portfolio

View Full List

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 Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Account