Clear Perspectives Financial Planning, LLC Schwab Strategic Us Tips ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$55.59 - $60.15 $3.21 Million - $3.47 Million	-57,716 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$59.94 - $62.99 $13.7 Million - $14.4 Million	-229,333 Reduced 79.89%	57,716 $3.5 Million
Q4 2021 Feb 09, 2022	BUY	$62.25 - $63.89 $8.43 Million - $8.65 Million	135,394 Added 89.28%	287,049 $18.1 Million
Q3 2021 Nov 05, 2021	BUY	$62.25 - $63.89 $484,554 - $497,319	7,784 Added 5.41%	151,655 $9.49 Million
Q2 2021 Aug 05, 2021	SELL	$61.03 - $62.53 $781,061 - $800,258	-12,798 Reduced 8.17%	143,871 $8.99 Million
Q1 2021 May 06, 2021	SELL	$60.52 - $62.31 $199,110 - $204,999	-3,290 Reduced 2.06%	156,669 $9.58 Million
Q4 2020 Feb 01, 2021	BUY	$60.73 - $62.08 $9.71 Million - $9.93 Million	159,959 New	159,959 $9.93 Million

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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