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

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 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 4,391 shares of SCHP stock, worth $117,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,391

Previous 4,205 4.42%

Holding current value

$117,810

Previous $225,000 49.78%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$25.74 - $53.78 $4,787 - $10,003	186 Added 4.42%	4,391 $113,000
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

730

Shares Held

321M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

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