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

M Wealth Management, LLC

  • $107 Billion
  • Q1 2025

A detailed history of M Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, M Wealth Management, LLC holds 192,703 shares of SCHP stock, worth $5.11 Million. This represents 4.83% of its overall portfolio holdings.

Number of Shares
192,703
Previous 197,603 2.48%
Holding current value
$5.11 Million
Previous $5.1 Billion 1.52%
% of portfolio
4.83%
Previous 4.66%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$25.69 - $26.89 $125,881 - $131,761
-4,900 Reduced 2.48%
192,703 $5.18 Billion
Q4 2024

Jan 23, 2025
BUY
$25.74 - $53.78 $5.09 Million - $10.6 Million
197,603 New
197,603 $5.1 Billion

Others Institutions Holding SCHP

# of Institutions
738
Shares Held
339M
Call Options Held
37.5K
Put Options Held
10.4K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track M Wealth Management, LLC Portfolio

Follow M Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email