Appleton Group, LLC Schwab Strategic Us Tips ETF Transaction History

Appleton Group, LLC

$28.6 Million
Q3 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-3,834 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	181 Added 4.95%	3,834 $207,000
Q2 2018 Aug 01, 2018	BUY	N/A	3,653 New	3,653 $201,000

Others Institutions Holding SCHP

# of Institutions

666

Shares Held

170M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$460 Million
3.23% of portfolio
Quadratic Capital Management LLC

14.2M
Shares

$370 Million
97.45% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$259 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$219 Million
2.12% of portfolio
Central Trust CO Jefferson City, MO

5.87M
Shares

$152 Million
3.8% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

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