Iht Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 66,481 shares of SCHP stock, worth $1.74 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

66,481

Previous 35,735 86.04%

Holding current value

$1.74 Million

Previous $1.86 Million 91.87%

% of portfolio

0.1%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$51.58 - $53.79 $1.59 Million - $1.65 Million	30,746 Added 86.04%	66,481 $3.57 Million
Q2 2024 Aug 14, 2024	SELL	$51.1 - $52.24 $569,713 - $582,423	-11,149 Reduced 23.78%	35,735 $1.86 Million
Q1 2024 May 15, 2024	BUY	$51.32 - $52.45 $109,157 - $111,561	2,127 Added 4.75%	46,884 $2.45 Million
Q4 2023 Feb 14, 2024	SELL	$49.69 - $52.46 $61,714 - $65,155	-1,242 Reduced 2.7%	44,757 $2.34 Million
Q3 2023 Nov 14, 2023	SELL	$50.37 - $52.48 $3,425 - $3,568	-68 Reduced 0.15%	45,999 $2.32 Million
Q2 2023 Aug 14, 2023	SELL	$52.18 - $54.02 $33,603 - $34,788	-644 Reduced 1.38%	46,067 $2.42 Million
Q1 2023 May 15, 2023	SELL	$51.68 - $53.62 $11,421 - $11,850	-221 Reduced 0.47%	46,711 $2.5 Million
Q4 2022 Feb 14, 2023	SELL	$51.47 - $53.83 $88,991 - $93,072	-1,729 Reduced 3.55%	46,932 $2.43 Million
Q3 2022 Nov 22, 2022	BUY	$51.8 - $57.88 $2.3 Million - $2.57 Million	44,480 Added 1063.86%	48,661 $2.52 Million
Q2 2022 Aug 15, 2022	BUY	$55.59 - $60.15 $2,334 - $2,526	42 Added 1.01%	4,181 $233,000
Q1 2022 May 16, 2022	BUY	$59.94 - $62.99 $248,091 - $260,715	4,139 New	4,139 $251,000
Q4 2021 Feb 14, 2022	SELL	$62.25 - $63.89 $199,884 - $205,150	-3,211 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$62.25 - $63.89 $199,884 - $205,150	3,211 New	3,211 $201,000
Q2 2018 Aug 13, 2018	SELL	N/A	-909 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	909	909 $50,000

Others Institutions Holding SCHP

# of Institutions

684

Shares Held

155M

Call Options Held

60.2K

Put Options Held

1.3K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Iht Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History