A detailed history of Mason Investment Advisory Services, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 7,564 shares of SCHP stock, worth $405,506. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,564
Previous 7,494 0.93%
Holding current value
$405,506
Previous $391 Million 0.65%
% of portfolio
0.02%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$51.1 - $52.24 $3,577 - $3,656
70 Added 0.93%
7,564 $393 Million
Q4 2023

Feb 13, 2024

BUY
$49.69 - $52.46 $372,376 - $393,135
7,494 New
7,494 $391 Million
Q2 2021

Aug 06, 2024

SELL
$61.03 - $62.53 $3.81 Million - $3.91 Million
-62,510 Closed
0 $0
Q1 2021

Aug 06, 2024

BUY
$60.52 - $62.31 $3.33 Million - $3.43 Million
55,016 Added 734.13%
62,510 $3.82 Billion
Q4 2020

Aug 05, 2024

BUY
$60.73 - $62.08 $35,284 - $36,068
581 Added 0.95%
61,814 $3.84 Billion
Q3 2020

Aug 05, 2024

SELL
$60.05 - $61.93 $162,435 - $167,520
-2,705 Reduced 4.23%
61,233 $3.77 Billion
Q2 2020

Aug 05, 2024

SELL
$57.69 - $60.12 $250,720 - $261,281
-4,346 Reduced 6.36%
63,938 $3.84 Billion
Q1 2020

Aug 05, 2024

BUY
$53.09 - $59.55 $3.23 Million - $3.62 Million
60,790 Added 811.18%
68,284 $3.93 Billion
Q4 2019

Aug 02, 2024

BUY
$56.32 - $57.23 $250,286 - $254,330
4,444 Added 7.28%
65,475 $3.71 Billion
Q3 2019

Aug 02, 2024

BUY
$56.24 - $57.07 $22,327 - $22,656
397 Added 0.65%
61,031 $3.46 Billion
Q2 2019

Aug 02, 2024

BUY
N/A
41,467 Added 216.35%
60,634 $3.41 Billion
Q1 2019

Aug 02, 2024

BUY
N/A
11,673 Added 155.76%
19,167 $1.05 Billion

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Mason Investment Advisory Services, Inc. Portfolio

Follow Mason Investment Advisory Services, 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 Mason Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mason Investment Advisory Services, Inc. with notifications on news.