Cerro Pacific Wealth Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Cerro Pacific Wealth Advisors LLC

  • $179 Million
  • Q1 2023

A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 65,680 shares of SCHP stock, worth $3.42 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
65,680
Previous 52,032 26.23%
Holding current value
$3.42 Million
Previous $2.69 Million 30.7%
% of portfolio
1.96%
Previous 1.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
BUY
$51.68 - $53.62 $705,328 - $731,805
13,648 Added 26.23%
65,680 $3.52 Million
Q4 2022

Jan 18, 2023
BUY
$51.7 - $53.83 $393,333 - $409,538
7,608 Added 17.13%
52,032 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-10,871 Reduced 19.66%
44,424 $2.3 Million
Q2 2022

Jul 18, 2022
BUY
N/A
55,295 New
55,295 $3.09 Million

Others Institutions Holding SCHP

# of Institutions
677
Shares Held
159M
Call Options Held
123K
Put Options Held
4.8K
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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