A detailed history of Calton & Associates, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Calton & Associates, Inc. holds 14,953 shares of SCHP stock, worth $401,188. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,953
Previous 2,152 594.84%
Holding current value
$401,188
Previous $57,000 605.26%
% of portfolio
0.1%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$25.69 - $26.89 $328,857 - $344,218
12,801 Added 594.84%
14,953 $402,000
Q1 2025

May 05, 2025

BUY
$25.69 - $26.89 $55,284 - $57,867
2,152 New
2,152 $57,000

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


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

Track Calton & Associates, Inc. Portfolio

Follow Calton & Associates, Inc. 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 Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.