Ima Wealth, Inc. Schwab Strategic Us Tips ETF Transaction History

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 28, 2023
BUY
$50.37 - $52.48 $402 - $419
8 Added 1.4%
578 $29,000
Q2 2023

Aug 15, 2023
SELL
$52.18 - $54.02 $179,812 - $186,152
-3,446 Reduced 85.81%
570 $29,000
Q1 2023

May 15, 2023
BUY
$51.68 - $53.62 $9,715 - $10,080
188 Added 4.91%
4,016 $215,000
Q4 2022

Feb 15, 2023
SELL
$51.47 - $53.83 $18,683 - $19,540
-363 Reduced 8.66%
3,828 $198,000
Q3 2022

Nov 15, 2022
SELL
$51.8 - $57.88 $4,972 - $5,556
-96 Reduced 2.24%
4,191 $217,000
Q2 2022

Aug 18, 2022
BUY
$55.59 - $60.15 $15,954 - $17,263
287 Added 7.18%
4,287 $239,000
Q1 2022

Jun 13, 2022
BUY
$59.94 - $62.99 $55,264 - $58,076
922 Added 29.95%
4,000 $243,000
Q4 2021

Feb 14, 2022
SELL
$62.25 - $63.89 $12,450 - $12,778
-200 Reduced 6.1%
3,078 $194,000
Q3 2021

Nov 03, 2021
SELL
$62.25 - $63.89 $3,361 - $3,450
-54 Reduced 1.62%
3,278 $205,000
Q2 2021

Aug 13, 2021
BUY
$61.03 - $62.53 $16,905 - $17,320
277 Added 9.07%
3,332 $208,000
Q1 2021

May 13, 2021
BUY
$60.52 - $62.31 $1,149 - $1,183
19 Added 0.63%
3,055 $187,000
Q4 2020

Feb 08, 2021
BUY
$60.73 - $62.08 $485 - $496
8 Added 0.26%
3,036 $188,000
Q3 2020

Nov 16, 2020
BUY
$60.05 - $61.93 $18,555 - $19,136
309 Added 11.36%
3,028 $187,000
Q2 2020

Aug 13, 2020
BUY
$57.69 - $60.12 $41,825 - $43,587
725 Added 36.36%
2,719 $163,000
Q1 2020

Apr 14, 2020
SELL
$53.09 - $59.55 $39,658 - $44,483
-747 Reduced 27.25%
1,994 $115,000
Q4 2019

Feb 24, 2020
SELL
$56.32 - $57.23 $5,350 - $5,436
-95 Reduced 3.35%
2,741 $155,000
Q3 2019

Oct 29, 2019
BUY
$56.24 - $57.07 $5,680 - $5,764
101 Added 3.69%
2,836 $161,000
Q2 2019

Jul 19, 2019
BUY
N/A
167 Added 6.5%
2,735 $154,000
Q1 2019

May 09, 2019
BUY
N/A
1,626 Added 172.61%
2,568 $141,000
Q4 2018

Jan 15, 2019
SELL
N/A
-11 Reduced 1.15%
942 $50,000
Q3 2018

Oct 18, 2018
BUY
N/A
110 Added 13.05%
953 $51,000
Q2 2018

Aug 01, 2018
BUY
N/A
843 New
843 $46,000

Others Institutions Holding SCHP

# of Institutions
685
Shares Held
155M
Call Options Held
60.2K
Put Options Held
1.3K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Ima Wealth, Inc. Portfolio

Follow Ima Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email