Grey Fox Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 74,270 shares of SCHP stock, worth $1.94 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

74,270

Previous 55,829 33.03%

Holding current value

$1.94 Million

Previous $2.9 Billion 37.17%

% of portfolio

1.11%

Previous 1.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$51.58 - $53.79 $951,186 - $991,941	18,441 Added 33.03%	74,270 $3.98 Billion
Q2 2024 Jul 30, 2024	BUY	$51.1 - $52.24 $268,428 - $274,416	5,253 Added 10.39%	55,829 $2.9 Billion
Q1 2024 Apr 11, 2024	BUY	$51.32 - $52.45 $35,616 - $36,400	694 Added 1.39%	50,576 $2.64 Billion
Q4 2023 Jan 17, 2024	BUY	$49.69 - $52.46 $251,580 - $265,604	5,063 Added 11.3%	49,882 $2.6 Billion
Q3 2023 Oct 24, 2023	SELL	$50.37 - $52.48 $850,396 - $886,019	-16,883 Reduced 27.36%	44,819 $2.26 Billion
Q2 2023 Aug 03, 2023	BUY	$52.18 - $54.02 $286,311 - $296,407	5,487 Added 9.76%	61,702 $3.24 Billion
Q1 2023 May 09, 2023	SELL	$51.68 - $53.62 $1,085 - $1,126	-21 Reduced 0.04%	56,215 $3.01 Billion
Q4 2022 Feb 14, 2023	BUY	$51.47 - $53.83 $2.89 Million - $3.03 Million	56,236 New	56,236 $2.91 Billion

Others Institutions Holding SCHP

# of Institutions

666

Shares Held

200M

Call Options Held

60.2K

Put Options Held

1.3K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

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Grey Fox Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History