Zimmermann Investment Management & Planning LLC Schwab Strategic Us Tips ETF Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 01, 2022	SELL	$51.8 - $57.88 $3.84 Million - $4.29 Million	-74,059 Reduced 86.02%	12,037 $624,000
Q2 2022 Jul 28, 2022	SELL	$55.59 - $60.15 $256,158 - $277,171	-4,608 Reduced 5.08%	86,096 $4.8 Million
Q1 2022 Apr 18, 2022	BUY	$59.94 - $62.99 $249,170 - $261,849	4,157 Added 4.8%	90,704 $5.51 Million
Q4 2021 Feb 03, 2022	BUY	$62.25 - $63.89 $5.39 Million - $5.53 Million	86,547 New	86,547 $5.44 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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