Arkadios Wealth Advisors Schwab Strategic Us Tips ETF Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 12,407 shares of SCHP stock, worth $325,683. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,407

Previous 13,080 5.15%

Holding current value

$325,683

Previous $701,000 54.35%

% of portfolio

0.02%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$25.74 - $53.78 $17,323 - $36,193	-673 Reduced 5.15%	12,407 $320,000
Q3 2024 Oct 24, 2024	SELL	$51.58 - $53.79 $156,338 - $163,037	-3,031 Reduced 18.81%	13,080 $701,000
Q2 2024 Jul 29, 2024	BUY	$51.1 - $52.24 $30,966 - $31,657	606 Added 3.91%	16,111 $837,000
Q1 2024 Apr 30, 2024	BUY	$51.32 - $52.45 $86,217 - $88,116	1,680 Added 12.15%	15,505 $808,000
Q4 2023 Jan 24, 2024	BUY	$49.69 - $52.46 $27,329 - $28,853	550 Added 4.14%	13,825 $721,000
Q3 2023 Oct 13, 2023	BUY	$50.37 - $52.48 $668,661 - $696,672	13,275 New	13,275 $670,000
Q1 2022 May 02, 2022	SELL	$59.94 - $62.99 $911,627 - $958,014	-15,209 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$62.25 - $63.89 $889,179 - $912,604	14,284 Added 1544.22%	15,209 $956,000
Q4 2020 Feb 09, 2021	BUY	$60.73 - $62.08 $56,175 - $57,424	925 New	925 $57,000

Others Institutions Holding SCHP

# of Institutions

679

Shares Held

219M

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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Arkadios Wealth Advisors Schwab Strategic Us Tips ETF Transaction History