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

Circle Wealth Management, LLC

  • $4.34 Billion
  • Q2 2024

A detailed history of Circle Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Circle Wealth Management, LLC holds 20,744 shares of SCHP stock, worth $544,115. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,744
Previous 20,744 -0.0%
Holding current value
$544,115
Previous $1.08 Million 0.37%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$49.69 - $52.46 $762,592 - $805,103
-15,347 Reduced 42.52%
20,744 $1.08 Million
Q3 2023

Nov 14, 2023
BUY
$50.37 - $52.48 $1.82 Million - $1.89 Million
36,091 New
36,091 $1.82 Million

Others Institutions Holding SCHP

# of Institutions
690
Shares Held
171M
Call Options Held
66.2K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, LLC 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 Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email