Iron Horse Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Iron Horse Wealth Management, LLC

$276 Million
Q4 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 6,524 shares of SCHP stock, worth $171,255. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,524

Previous 3,273 99.33%

Holding current value

$171,255

Previous $175,000 4.0%

% of portfolio

0.06%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$25.74 - $53.78 $83,680 - $174,838	3,251 Added 99.33%	6,524 $168,000
Q3 2024 Oct 22, 2024	SELL	$51.58 - $53.79 $51,734 - $53,951	-1,003 Reduced 23.46%	3,273 $175,000
Q2 2024 Jul 22, 2024	SELL	$51.1 - $52.24 $12,059 - $12,328	-236 Reduced 5.23%	4,276 $222,000
Q1 2024 Apr 17, 2024	SELL	$51.32 - $52.45 $149,135 - $152,419	-2,906 Reduced 39.17%	4,512 $235,000
Q4 2023 Jan 22, 2024	SELL	$49.69 - $52.46 $40,894 - $43,174	-823 Reduced 9.99%	7,418 $387,000
Q3 2023 Oct 18, 2023	SELL	$50.37 - $52.48 $319,648 - $333,038	-6,346 Reduced 43.5%	8,241 $416,000
Q2 2023 Aug 01, 2023	SELL	$52.18 - $54.02 $7.38 Million - $7.64 Million	-141,394 Reduced 90.65%	14,587 $764,000
Q1 2023 May 01, 2023	BUY	$51.68 - $53.62 $434,732 - $451,051	8,412 Added 5.7%	155,981 $8.36 Million
Q4 2022 Jan 19, 2023	BUY	$51.47 - $53.83 $4.69 Million - $4.9 Million	91,037 Added 161.04%	147,569 $7.64 Million
Q3 2022 Oct 12, 2022	SELL	$51.8 - $57.88 $7.09 Million - $7.92 Million	-136,914 Reduced 70.78%	56,532 $2.93 Million
Q2 2022 Aug 04, 2022	BUY	$55.59 - $60.15 $880,601 - $952,836	15,841 Added 8.92%	193,446 $10.8 Million
Q1 2022 Apr 11, 2022	BUY	$59.94 - $62.99 $720,898 - $757,580	12,027 Added 7.26%	177,605 $10.8 Million
Q4 2021 Jan 19, 2022	BUY	$62.25 - $63.89 $3.81 Million - $3.91 Million	61,184 Added 58.61%	165,578 $10.4 Million
Q3 2021 Oct 06, 2021	BUY	$62.25 - $63.89 $882,829 - $906,087	14,182 Added 15.72%	104,394 $6.53 Million
Q2 2021 Jul 23, 2021	BUY	$61.03 - $62.53 $5.51 Million - $5.64 Million	90,212 New	90,212 $5.64 Million

Others Institutions Holding SCHP

# of Institutions

681

Shares Held

237M

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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Iron Horse Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History