Joseph Group Capital Management Schwab Strategic Us Tips ETF Transaction History

Joseph Group Capital Management

  • $174 Million
  • Q1 2024

A detailed history of Joseph Group Capital Management transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Joseph Group Capital Management holds 482,782 shares of SCHP stock, worth $25 Million. This represents 14.49% of its overall portfolio holdings.

Number of Shares
482,782
Previous 429,495 12.41%
Holding current value
$25 Million
Previous $22.4 Million 12.32%
% of portfolio
14.49%
Previous 14.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$51.32 - $52.45 $2.73 Million - $2.79 Million
53,287 Added 12.41%
482,782 $25.2 Million
Q4 2023

Feb 13, 2024
BUY
$49.69 - $52.46 $394,687 - $416,689
7,943 Added 1.88%
429,495 $22.4 Million
Q3 2023

Nov 13, 2023
BUY
$50.37 - $52.48 $7.55 Million - $7.86 Million
149,863 Added 55.16%
421,552 $21.3 Million
Q2 2023

Aug 10, 2023
BUY
$52.18 - $54.02 $172,037 - $178,103
3,297 Added 1.23%
271,689 $14.2 Million
Q1 2023

May 04, 2023
BUY
$51.68 - $53.62 $1.75 Million - $1.81 Million
33,778 Added 14.4%
268,392 $14.4 Million
Q4 2022

Feb 09, 2023
SELL
$51.7 - $53.83 $104,795 - $109,113
-2,027 Reduced 0.86%
234,614 $12.2 Million
Q3 2022

Nov 09, 2022
BUY
N/A
9,198 Added 4.04%
236,641 $12.3 Million
Q2 2022

Aug 10, 2022
BUY
N/A
15,764 Added 7.45%
227,443 $12.7 Million
Q1 2022

May 11, 2022
SELL
N/A
-41,296 Reduced 16.32%
211,679 $12.9 Million
Q4 2021

Feb 11, 2022
BUY
N/A
252,471 Added 50093.45%
252,975 $15.9 Million
Q4 2021

Feb 10, 2022
BUY
N/A
504 New
504 $15.9 Million

Others Institutions Holding SCHP

# of Institutions
676
Shares Held
159M
Call Options Held
123K
Put Options Held
4.8K
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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