Family Wealth Group, LLC Schwab Strategic Us Tips ETF Transaction History

Family Wealth Group, LLC

$105 Million
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	SELL	$25.69 - $26.89 $358,812 - $375,572	-13,967 Closed	0 $0
Q4 2024 May 14, 2025	BUY	$25.74 - $53.78 $214,877 - $448,955	8,348 Added 148.57%	13,967 $360,000
Q3 2024 Apr 01, 2025	BUY	$51.58 - $53.79 $32,959 - $34,371	639 Added 12.83%	5,619 $301,000
Q3 2024 Nov 14, 2024	SELL	$51.58 - $53.79 $1,031 - $1,075	-20 Reduced 0.4%	5,024 $269,000
Q2 2024 Apr 01, 2025	SELL	$51.1 - $52.24 $4,139 - $4,231	-81 Reduced 1.6%	4,980 $259,000

Q2 2024 Aug 14, 2024	SELL	$51.1 - $52.24 $3,423 - $3,500	-67 Reduced 1.31%	5,044 $262,000
Q1 2024 Apr 01, 2025	BUY	$51.32 - $52.45 $1,898 - $1,940	37 Added 0.74%	5,061 $264 Million
Q1 2024 Aug 14, 2024	BUY	$51.32 - $52.45 $262,296 - $268,071	5,111 New	5,111 $266,000

Others Institutions Holding SCHP

# of Institutions

758

Shares Held

385M

Call Options Held

4.7K

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

45.6M
Shares

$1.22 Billion
3.42% of portfolio
Wealthfront Advisers LLC

35.7M
Shares

$956 Million
2.31% of portfolio
Municipal Employees' Retirement System Of Michigan

16.4M
Shares

$440 Million
5.12% of portfolio
Us Bancorp \De\

16.3M
Shares

$436 Million
0.53% of portfolio
Jpmorgan Chase & CO New York, NY

14.2M
Shares

$380 Million
0.03% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

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