Ep Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,205 shares of SCHP stock, worth $110,759. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,205
Previous 3,907 7.63%
Holding current value
$110,759
Previous $203,000 10.84%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$51.58 - $53.79 $15,370 - $16,029
298 Added 7.63%
4,205 $225,000
Q2 2024

Aug 19, 2024
BUY
$51.1 - $52.24 $199,647 - $204,101
3,907 New
3,907 $203,000
Q4 2023

Feb 28, 2024
BUY
$49.69 - $52.46 $187,480 - $197,931
3,773 New
3,773 $196,000
Q2 2023

Aug 14, 2023
SELL
$52.18 - $54.02 $130,241 - $134,833
-2,496 Reduced 46.91%
2,825 $148,000
Q1 2023

Jun 05, 2023
BUY
$51.68 - $53.62 $274,989 - $285,312
5,321 New
5,321 $285,000
Q2 2022

Aug 11, 2022
SELL
$55.59 - $60.15 $355,720 - $384,899
-6,399 Reduced 57.4%
4,750 $265,000
Q1 2022

May 20, 2022
BUY
$59.94 - $62.99 $271,947 - $285,785
4,537 Added 68.62%
11,149 $677,000
Q4 2021

Feb 17, 2022
BUY
$62.25 - $63.89 $411,597 - $422,440
6,612 New
6,612 $416,000
Q2 2021

Aug 24, 2021
SELL
$61.03 - $62.53 $719,970 - $737,666
-11,797 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$60.52 - $62.31 $713,954 - $735,071
11,797 New
11,797 $722,000

Others Institutions Holding SCHP

# of Institutions
686
Shares Held
156M
Call Options Held
60.2K
Put Options Held
1.3K
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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