A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 886,979 shares of SCHP stock, worth $22.9 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares
886,979
Previous 853,726 3.9%
Holding current value
$22.9 Million
Previous $44.4 Million 7.13%
% of portfolio
3.86%
Previous 3.87%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$51.58 - $53.79 $1.72 Million - $1.79 Million
33,253 Added 3.9%
886,979 $47.6 Million
Q2 2024

Jul 29, 2024

BUY
$51.1 - $52.24 $1.29 Million - $1.31 Million
25,163 Added 3.04%
853,726 $44.4 Million
Q1 2024

May 03, 2024

BUY
$51.32 - $52.45 $181,672 - $185,673
3,540 Added 0.43%
828,563 $43.2 Million
Q4 2023

Feb 07, 2024

BUY
$49.69 - $52.46 $3.25 Million - $3.44 Million
65,480 Added 8.62%
825,023 $43.1 Million
Q3 2023

Nov 03, 2023

BUY
$50.37 - $52.48 $4.39 Million - $4.57 Million
87,171 Added 12.96%
759,543 $38.3 Million
Q2 2023

Aug 07, 2023

BUY
$52.18 - $54.02 $1.93 Million - $2 Million
37,034 Added 5.83%
672,372 $35.3 Million
Q1 2023

May 01, 2023

BUY
$51.68 - $53.62 $2.11 Million - $2.18 Million
40,733 Added 6.85%
635,338 $34.1 Million
Q4 2022

Feb 06, 2023

SELL
$51.47 - $53.83 $4.67 Million - $4.88 Million
-90,637 Reduced 13.23%
594,605 $30.8 Million
Q3 2022

Oct 21, 2022

BUY
$51.8 - $57.88 $1.39 Million - $1.55 Million
26,804 Added 4.07%
685,242 $35.5 Million
Q2 2022

Jul 20, 2022

SELL
$55.59 - $60.15 $9.24 Million - $10 Million
-166,231 Reduced 20.16%
658,438 $36.7 Million
Q1 2022

Apr 25, 2022

BUY
$59.94 - $62.99 $1.68 Million - $1.77 Million
28,036 Added 3.52%
824,669 $50.1 Million
Q4 2021

Jan 19, 2022

BUY
$62.25 - $63.89 $2.18 Million - $2.24 Million
35,052 Added 4.6%
796,633 $50.1 Million
Q3 2021

Oct 27, 2021

BUY
$62.25 - $63.89 $3.18 Million - $3.26 Million
51,024 Added 7.18%
761,581 $47.7 Million
Q2 2021

Jul 26, 2021

BUY
$61.03 - $62.53 $3.87 Million - $3.97 Million
63,428 Added 9.8%
710,557 $44.4 Million
Q1 2021

Apr 27, 2021

BUY
$60.52 - $62.31 $3.55 Million - $3.66 Million
58,716 Added 9.98%
647,129 $39.6 Million
Q4 2020

Feb 12, 2021

BUY
$60.73 - $62.08 $4.13 Million - $4.22 Million
68,029 Added 13.07%
588,413 $36.5 Million
Q3 2020

Nov 05, 2020

BUY
$60.05 - $61.93 $3.06 Million - $3.16 Million
50,996 Added 10.86%
520,384 $32.1 Million
Q2 2020

Jul 28, 2020

BUY
$57.69 - $60.12 $4.12 Million - $4.29 Million
71,372 Added 17.93%
469,388 $28.2 Million
Q1 2020

Apr 27, 2020

BUY
$53.09 - $59.55 $4.85 Million - $5.44 Million
91,351 Added 29.79%
398,016 $22.9 Million
Q4 2019

Feb 03, 2020

BUY
$56.32 - $57.23 $3.82 Million - $3.89 Million
67,895 Added 28.44%
306,665 $17.4 Million
Q3 2019

Oct 31, 2019

BUY
$56.24 - $57.07 $5.05 Million - $5.12 Million
89,745 Added 60.22%
238,770 $13.6 Million
Q2 2019

Aug 13, 2019

BUY
N/A
76,133 Added 104.45%
149,025 $8.39 Million
Q1 2019

May 06, 2019

SELL
N/A
-5,362 Reduced 6.85%
72,892 $4.01 Million
Q4 2018

Feb 13, 2019

SELL
N/A
-2,609 Reduced 3.23%
78,254 $4.17 Million
Q3 2018

Nov 13, 2018

BUY
N/A
9,738 Added 13.69%
80,863 $4.36 Million
Q2 2018

Aug 15, 2018

BUY
N/A
5,213 Added 7.91%
71,125 $3.91 Million
Q1 2018

Apr 17, 2018

SELL
N/A
-777 Reduced 1.17%
65,912 $3.62 Million
Q4 2017

Apr 17, 2018

BUY
N/A
66,689
66,689 $3.7 Million

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


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