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

Avaii Wealth Management, LLC

  • $178 Million
  • Q2 2024

A detailed history of Avaii Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 8,226 shares of SCHP stock, worth $437,047. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,226
Previous 8,116 1.36%
Holding current value
$437,047
Previous $423,000 0.95%
% of portfolio
0.24%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$51.1 - $52.24 $5,621 - $5,746
110 Added 1.36%
8,226 $427,000
Q1 2024

Apr 29, 2024
SELL
$51.32 - $52.45 $10,520 - $10,752
-205 Reduced 2.46%
8,116 $423,000
Q4 2023

Feb 05, 2024
SELL
$49.69 - $52.46 $68,572 - $72,394
-1,380 Reduced 14.23%
8,321 $434,000
Q3 2023

Oct 24, 2023
SELL
$50.37 - $52.48 $60,846 - $63,395
-1,208 Reduced 11.07%
9,701 $489,000
Q2 2023

Jul 31, 2023
BUY
$52.18 - $54.02 $70,077 - $72,548
1,343 Added 14.04%
10,909 $571,000
Q1 2023

Apr 10, 2023
BUY
$51.68 - $53.62 $138,864 - $144,076
2,687 Added 39.06%
9,566 $512,000
Q4 2022

Jan 25, 2023
BUY
$51.47 - $53.83 $31,654 - $33,105
615 Added 9.82%
6,879 $0
Q3 2022

Nov 14, 2022
BUY
$51.8 - $57.88 $324,475 - $362,560
6,264 New
6,264 $325,000
Q2 2022

Aug 12, 2022
SELL
$55.59 - $60.15 $215,522 - $233,201
-3,877 Closed
0 $0
Q1 2022

Apr 14, 2022
BUY
$59.94 - $62.99 $232,387 - $244,212
3,877 New
3,877 $236,000

Others Institutions Holding SCHP

# of Institutions
699
Shares Held
171M
Call Options Held
66.2K
Put Options Held
2.7K
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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