A detailed history of Caldwell Trust CO transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Caldwell Trust CO holds 260 shares of SCHP stock, worth $7,038. This represents 0.0% of its overall portfolio holdings.

Number of Shares
260
Previous 260 -0.0%
Holding current value
$7,038
Previous $6.94 Million 1.01%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$26.18 - $26.93 $6,806 - $7,001
260 New
260 $6.94 Million
Q4 2024

Sep 24, 2025

BUY
$25.74 - $53.78 $3,346 - $6,991
130 Added 100.0%
260 $6.72 Million
Q2 2024

Sep 24, 2025

SELL
$51.1 - $52.24 $6,643 - $6,791
-130 Reduced 50.0%
130 $6.76 Million
Q2 2023

Oct 01, 2025

SELL
$52.18 - $54.02 $365 - $378
-7 Closed
0 $0
Q1 2023

Oct 01, 2025

SELL
$51.68 - $53.62 $13,075 - $13,565
-253 Reduced 97.31%
7 $375,000
Q3 2022

Oct 01, 2025

SELL
$51.8 - $57.88 $13,105 - $14,643
-253 Reduced 97.31%
7 $363,000
Q1 2022

Oct 01, 2025

SELL
$59.94 - $62.99 $15,164 - $15,936
-253 Reduced 97.31%
7 $425,000

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Caldwell Trust CO Portfolio

Follow Caldwell Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.