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	$55.59 - $60.15 $288,512 - $312,178	-5,190 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	$62.25 - $63.89 $4,357 - $4,472	-70 Reduced 1.33%	5,190 $325,000
Q2 2020 Jul 31, 2020	BUY	$57.69 - $60.12 $50,074 - $52,184	868 Added 19.76%	5,260 $316,000
Q1 2020 May 06, 2020	BUY	$53.09 - $59.55 $233,171 - $261,543	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

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

View Full List

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