Aprio Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Aprio Wealth Management, LLC

$484 Million
Q1 2024

A detailed history of Aprio Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 6,300 shares of SCHP stock, worth $328,293. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,300

Previous 6,314 0.22%

Holding current value

$328,293

Previous $329,000 0.3%

% of portfolio

0.07%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$51.32 - $52.45 $718 - $734	-14 Reduced 0.22%	6,300 $328,000
Q4 2023 Jan 17, 2024	SELL	$49.69 - $52.46 $145,243 - $153,340	-2,923 Reduced 31.64%	6,314 $329,000
Q3 2023 Oct 10, 2023	SELL	$50.37 - $52.48 $88,802 - $92,522	-1,763 Reduced 16.03%	9,237 $466,000
Q4 2022 Jan 11, 2023	SELL	$51.7 - $53.83 $101,952 - $106,152	-1,972 Reduced 15.2%	11,000 $0
Q3 2022 Oct 13, 2022	BUY	N/A	1,972 Added 17.93%	12,972 $672,000

Q1 2022 Apr 19, 2022	BUY	N/A	4,561 Added 70.83%	11,000 $668,000
Q4 2021 Jan 26, 2022	SELL	N/A	-279 Reduced 4.15%	6,439 $405,000
Q3 2021 Oct 14, 2021	BUY	N/A	139 Added 2.11%	6,718 $420,000
Q2 2021 Jul 23, 2021	BUY	N/A	279 Added 4.43%	6,579 $411,000
Q4 2020 Jan 11, 2021	SELL	N/A	-4,765 Reduced 43.06%	6,300 $391,000
Q4 2019 Feb 14, 2020	BUY	N/A	11,065 New	11,065 $627,000

Others Institutions Holding SCHP

# of Institutions

677

Shares Held

159M

Call Options Held

123K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

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Aprio Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History