Dynamic Wealth Strategies, LLC Schwab Strategic Us Tips ETF Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 239 shares of SCHP stock, worth $6,166. This represents 0.01% of its overall portfolio holdings.

Number of Shares
239
Previous 239 -0.0%
Holding current value
$6,166
Previous $12,000 8.33%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$51.32 - $52.45 $17,346 - $17,728
-338 Reduced 58.58%
239 $12,000
Q4 2023

Feb 13, 2024
BUY
$49.69 - $52.46 $28,671 - $30,269
577 New
577 $30.1 Million

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 Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email