Aletheian Wealth Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Aletheian Wealth Advisors LLC

  • $163 Million
  • Q3 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 33,173 shares of SCHP stock, worth $855,863. This represents 1.09% of its overall portfolio holdings.

Number of Shares
33,173
Previous 31,819 4.26%
Holding current value
$855,863
Previous $1.65 Million 7.56%
% of portfolio
1.09%
Previous 0.9%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$51.58 - $53.79 $69,839 - $72,831
1,354 Added 4.26%
33,173 $1.78 Million
Q2 2024

Jul 26, 2024
BUY
$51.1 - $52.24 $32,704 - $33,433
640 Added 2.05%
31,819 $1.65 Million
Q1 2024

Apr 15, 2024
BUY
$51.32 - $52.45 $120,858 - $123,519
2,355 Added 8.17%
31,179 $1.63 Million
Q4 2023

Jan 05, 2024
BUY
$49.69 - $52.46 $280,500 - $296,136
5,645 Added 24.35%
28,824 $1.5 Million
Q3 2023

Oct 04, 2023
SELL
$50.37 - $52.48 $51,276 - $53,424
-1,018 Reduced 4.21%
23,179 $1.17 Million
Q2 2023

Jul 13, 2023
BUY
$52.18 - $54.02 $24,159 - $25,011
463 Added 1.95%
24,197 $1.27 Million
Q1 2023

May 11, 2023
SELL
$51.68 - $53.62 $2.37 Million - $2.46 Million
-45,823 Reduced 65.88%
23,734 $1.27 Million
Q4 2022

Jan 17, 2023
BUY
$51.47 - $53.83 $597,052 - $624,428
11,600 Added 20.01%
69,557 $0
Q3 2022

Oct 14, 2022
SELL
$51.8 - $57.88 $46,671 - $52,149
-901 Reduced 1.53%
57,957 $3 Million
Q2 2022

Jul 11, 2022
SELL
$55.59 - $60.15 $769,198 - $832,295
-13,837 Reduced 19.03%
58,858 $3.28 Million
Q1 2022

Apr 18, 2022
BUY
$59.94 - $62.99 $3.46 Million - $3.63 Million
57,674 Added 383.96%
72,695 $4.41 Million
Q4 2021

Apr 12, 2022
BUY
$62.25 - $63.89 $935,057 - $959,691
15,021 New
15,021 $945,000

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
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