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

Benchmark Wealth Management, LLC

$206 Million
Q1 2025

A detailed history of Benchmark Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 29,851 shares of SCHP stock, worth $788,364. This represents 0.39% of its overall portfolio holdings.

Number of Shares

29,851

Previous 31,120 4.08%

Holding current value

$788,364

Previous $803,000 0.5%

% of portfolio

0.39%

Previous 0.4%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$25.69 - $26.89 $32,600 - $34,123	-1,269 Reduced 4.08%	29,851 $799,000
Q4 2024 Jan 07, 2025	BUY	$25.74 - $53.78 $396,344 - $828,104	15,398 Added 97.94%	31,120 $803,000
Q3 2024 Oct 18, 2024	SELL	$51.58 - $53.79 $126,938 - $132,377	-2,461 Reduced 13.53%	15,722 $843,000
Q2 2024 Jul 08, 2024	SELL	$51.1 - $52.24 $868 - $888	-17 Reduced 0.09%	18,183 $945,000
Q1 2024 Apr 08, 2024	SELL	$51.32 - $52.45 $441,249 - $450,965	-8,598 Reduced 32.08%	18,200 $949,000
Q4 2023 Jan 19, 2024	SELL	$49.69 - $52.46 $473,446 - $499,838	-9,528 Reduced 26.23%	26,798 $1.4 Million
Q3 2023 Oct 16, 2023	SELL	$50.37 - $52.48 $179,871 - $187,406	-3,571 Reduced 8.95%	36,326 $1.83 Million
Q2 2023 Jul 19, 2023	SELL	$52.18 - $54.02 $241,175 - $249,680	-4,622 Reduced 10.38%	39,897 $2.09 Million
Q1 2023 Apr 17, 2023	BUY	$51.68 - $53.62 $301,914 - $313,248	5,842 Added 15.1%	44,519 $2.39 Million
Q4 2022 Feb 07, 2023	BUY	$51.47 - $53.83 $82,660 - $86,450	1,606 Added 4.33%	38,677 $2 Million
Q3 2022 Oct 13, 2022	BUY	$51.8 - $57.88 $54,182 - $60,542	1,046 Added 2.9%	37,071 $1.92 Million
Q2 2022 Jul 11, 2022	BUY	$55.59 - $60.15 $328,981 - $355,967	5,918 Added 19.66%	36,025 $2.01 Million
Q1 2022 Apr 14, 2022	BUY	$59.94 - $62.99 $107,052 - $112,500	1,786 Added 6.31%	30,107 $1.83 Million
Q4 2021 Jan 21, 2022	BUY	$62.25 - $63.89 $94,122 - $96,601	1,512 Added 5.64%	28,321 $1.78 Million
Q3 2021 Oct 12, 2021	BUY	$62.25 - $63.89 $2,925 - $3,002	47 Added 0.18%	26,809 $1.68 Million
Q2 2021 Jul 14, 2021	BUY	$61.03 - $62.53 $191,512 - $196,219	3,138 Added 13.28%	26,762 $1.67 Million
Q1 2021 Apr 15, 2021	BUY	$60.52 - $62.31 $1.43 Million - $1.47 Million	23,624 New	23,624 $1.45 Million

Others Institutions Holding SCHP

# of Institutions

726

Shares Held

310M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Wealth Management, LLC with notifications on news.

Account

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