Ever Source Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 13,097 shares of SCHP stock, worth $339,867. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,097
Previous 16,489 20.57%
Holding current value
$339,867
Previous $857,000 18.09%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 08, 2024
SELL
$51.58 - $53.79 $174,959 - $182,455
-3,392 Reduced 20.57%
13,097 $702,000
Q2 2024

Aug 13, 2024
BUY
$51.1 - $52.24 $336,800 - $344,313
6,591 Added 66.59%
16,489 $857,000
Q1 2024

Jun 11, 2024
BUY
$51.32 - $52.45 $228,117 - $233,140
4,445 Added 81.51%
9,898 $516,000
Q4 2023

Feb 09, 2024
BUY
$49.69 - $52.46 $45,168 - $47,686
909 Added 20.0%
5,453 $284,000
Q3 2023

Nov 03, 2023
SELL
$50.37 - $52.48 $4,029 - $4,198
-80 Reduced 1.73%
4,544 $229,000
Q2 2023

Aug 04, 2023
SELL
$52.18 - $54.02 $887 - $918
-17 Reduced 0.37%
4,624 $242,000
Q1 2023

May 11, 2023
BUY
$51.68 - $53.62 $18,398 - $19,088
356 Added 8.31%
4,641 $248,000
Q4 2022

Feb 09, 2023
BUY
$51.47 - $53.83 $100,778 - $105,399
1,958 Added 84.14%
4,285 $221,000
Q3 2022

Nov 07, 2022
SELL
$51.8 - $57.88 $29,785 - $33,281
-575 Reduced 19.81%
2,327 $121,000
Q2 2022

Aug 01, 2022
SELL
$55.59 - $60.15 $84,052 - $90,946
-1,512 Reduced 34.25%
2,902 $162,000
Q1 2022

May 25, 2022
BUY
$59.94 - $62.99 $49,570 - $52,092
827 Added 23.06%
4,414 $268,000
Q4 2021

Feb 07, 2022
BUY
$62.25 - $63.89 $223,290 - $229,173
3,587 New
3,587 $226,000

Others Institutions Holding SCHP

# of Institutions
672
Shares Held
167M
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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