Fi3 Financial Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Fi3 Financial Advisors, LLC

$227 Million
Q2 2024

A detailed history of Fi3 Financial Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 120,359 shares of SCHP stock, worth $6.39 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares

120,359

Previous 117,579 2.36%

Holding current value

$6.39 Million

Previous $6.13 Million 2.07%

% of portfolio

2.76%

Previous 2.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$51.1 - $52.24 $142,058 - $145,227	2,780 Added 2.36%	120,359 $6.26 Million
Q1 2024 May 06, 2024	BUY	$51.32 - $52.45 $679,220 - $694,175	13,235 Added 12.68%	117,579 $6.13 Million
Q4 2023 Feb 06, 2024	SELL	$49.69 - $52.46 $2.38 Million - $2.51 Million	-47,909 Reduced 31.47%	104,344 $5.45 Million
Q3 2023 Nov 09, 2023	BUY	$50.37 - $52.48 $695,357 - $724,486	13,805 Added 9.97%	152,253 $7.69 Million
Q2 2023 Aug 08, 2023	BUY	$52.18 - $54.02 $6.84 Million - $7.08 Million	131,075 Added 1777.77%	138,448 $7.26 Million
Q1 2023 May 04, 2023	BUY	$51.68 - $53.62 $381,036 - $395,340	7,373 New	7,373 $395,000

Others Institutions Holding SCHP

# of Institutions

699

Shares Held

171M

Call Options Held

66.2K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Fi3 Financial Advisors, LLC Schwab Strategic Us Tips ETF Transaction History