Heritage Wealth Advisors Schwab Strategic Us Tips ETF Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,050 shares of SCHP stock, worth $54,715. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,050

Previous 12,900 91.86%

Holding current value

$54,715

Previous $673,000 91.98%

% of portfolio

0.0%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$51.32 - $52.45 $608,142 - $621,532	-11,850 Reduced 91.86%	1,050 $54,000
Q4 2023 Feb 09, 2024	SELL	$49.69 - $52.46 $19,876 - $20,984	-400 Reduced 3.01%	12,900 $673,000
Q2 2021 Aug 09, 2021	BUY	N/A	13,300 New	13,300 $0
Q2 2021 Jul 27, 2021	SELL	N/A	-13,300 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	N/A	13,300 New	13,300 $0

Q1 2020 May 05, 2020	SELL	N/A	-514,587 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	N/A	46,742 Added 9.99%	514,587 $0
Q3 2019 Oct 30, 2019	BUY	N/A	40,897 Added 9.58%	467,845 $26.6 Million
Q2 2019 Aug 05, 2019	BUY	N/A	15,071 Added 3.66%	426,948 $0
Q1 2019 May 06, 2019	BUY	N/A	2,023 Added 0.49%	411,877 $0
Q4 2018 Jan 28, 2019	BUY	N/A	409,854 New	409,854 $21.8 Million

Others Institutions Holding SCHP

# of Institutions

677

Shares Held

159M

Call Options Held

123K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

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Heritage Wealth Advisors Schwab Strategic Us Tips ETF Transaction History