Lutz Financial Services LLC Schwab Strategic Us Tips ETF Transaction History

Lutz Financial Services LLC

$1.24 Billion
Q4 2024

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 1,824,302 shares of SCHP stock, worth $48.3 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares

1,824,302

Previous 886,979 105.68%

Holding current value

$48.3 Million

Previous $47.6 Million 0.94%

% of portfolio

3.81%

Previous 3.86%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$25.74 - $53.78 $24.1 Million - $50.4 Million	937,323 Added 105.68%	1,824,302 $47.1 Million
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

# of Institutions

717

Shares Held

286M

Call Options Held

110K

Put Options Held

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About SCHWAB STRATEGIC US TIPS ETF

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Lutz Financial Services LLC Schwab Strategic Us Tips ETF Transaction History