Blue Bell Private Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Blue Bell Private Wealth Management, LLC

$502 Million
Q1 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,310 shares of SCHP stock, worth $34,518. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,310

Previous 1,128 16.13%

Holding current value

$34,518

Previous $29,000 20.69%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$25.69 - $26.89 $4,675 - $4,893	182 Added 16.13%	1,310 $35,000
Q4 2024 Feb 06, 2025	BUY	$25.74 - $53.78 $14,517 - $30,331	564 Added 100.0%	1,128 $29,000
Q2 2024 Aug 05, 2024	BUY	$51.1 - $52.24 $5,723 - $5,850	112 Added 24.78%	564 $29,000
Q4 2023 Jan 25, 2024	SELL	$49.69 - $52.46 $8,844 - $9,337	-178 Reduced 28.25%	452 $23,000
Q2 2023 Aug 08, 2023	SELL	$52.18 - $54.02 $1,565 - $1,620	-30 Reduced 4.55%	630 $33,000
Q1 2023 May 08, 2023	SELL	$51.68 - $53.62 $206 - $214	-4 Reduced 0.6%	660 $35,000
Q3 2022 Nov 08, 2022	SELL	$51.8 - $57.88 $2,590 - $2,894	-50 Reduced 7.0%	664 $34,000
Q1 2022 Apr 21, 2022	SELL	$59.94 - $62.99 $4,495 - $4,724	-75 Reduced 9.51%	714 $43,000
Q4 2021 Jan 26, 2022	SELL	$62.25 - $63.89 $4,357 - $4,472	-70 Reduced 8.15%	789 $50,000
Q3 2021 Nov 10, 2021	SELL	$62.25 - $63.89 $249 - $255	-4 Reduced 0.46%	859 $54,000
Q2 2021 Aug 05, 2021	SELL	$61.03 - $62.53 $6,103 - $6,253	-100 Reduced 10.38%	863 $54,000
Q1 2021 Apr 23, 2021	BUY	$60.52 - $62.31 $242 - $249	4 Added 0.42%	963 $59,000
Q2 2019 Jul 23, 2019	BUY	N/A	50 Added 5.5%	959 $54,000
Q4 2018 Jan 16, 2019	SELL	N/A	-1,300 Reduced 58.85%	909 $48,000
Q3 2018 Oct 25, 2018	SELL	N/A	-485 Reduced 18.0%	2,209 $119,000
Q2 2018 Jul 25, 2018	BUY	N/A	235 Added 9.56%	2,694 $148,000
Q4 2017 Jan 31, 2018	SELL	N/A	-50 Reduced 1.99%	2,459 $136,000
Q3 2017 Oct 24, 2017	BUY	N/A	2,509	2,509 $139,000

Others Institutions Holding SCHP

# of Institutions

737

Shares Held

339M

Call Options Held

37.5K

Put Options Held

10.4K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Blue Bell Private Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History