Mason Investment Advisory Services, Inc. Schwab Strategic Us Tips ETF Transaction History

Mason Investment Advisory Services, Inc.

$1.71 Trillion
Q4 2024

A detailed history of Mason Investment Advisory Services, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 15,182 shares of SCHP stock, worth $398,527. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,182

Previous 7,579 100.32%

Holding current value

$398,527

Previous $406 Million 3.52%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$25.74 - $53.78 $195,701 - $408,889	7,603 Added 100.32%	15,182 $392 Million
Q3 2024 Nov 12, 2024	BUY	$51.58 - $53.79 $773 - $806	15 Added 0.2%	7,579 $406 Million
Q2 2024 Aug 09, 2024	BUY	$51.1 - $52.24 $3,577 - $3,656	70 Added 0.93%	7,564 $393 Million
Q4 2023 Feb 13, 2024	BUY	$49.69 - $52.46 $372,376 - $393,135	7,494 New	7,494 $391 Million
Q2 2021 Aug 06, 2024	SELL	$61.03 - $62.53 $3.81 Million - $3.91 Million	-62,510 Closed	0 $0
Q1 2021 Aug 06, 2024	BUY	$60.52 - $62.31 $3.33 Million - $3.43 Million	55,016 Added 734.13%	62,510 $3.82 Billion
Q4 2020 Aug 05, 2024	BUY	$60.73 - $62.08 $35,284 - $36,068	581 Added 0.95%	61,814 $3.84 Billion
Q3 2020 Aug 05, 2024	SELL	$60.05 - $61.93 $162,435 - $167,520	-2,705 Reduced 4.23%	61,233 $3.77 Billion
Q2 2020 Aug 05, 2024	SELL	$57.69 - $60.12 $250,720 - $261,281	-4,346 Reduced 6.36%	63,938 $3.84 Billion
Q1 2020 Aug 05, 2024	BUY	$53.09 - $59.55 $3.23 Million - $3.62 Million	60,790 Added 811.18%	68,284 $3.93 Billion
Q4 2019 Aug 02, 2024	BUY	$56.32 - $57.23 $250,286 - $254,330	4,444 Added 7.28%	65,475 $3.71 Billion
Q3 2019 Aug 02, 2024	BUY	$56.24 - $57.07 $22,327 - $22,656	397 Added 0.65%	61,031 $3.46 Billion
Q2 2019 Aug 02, 2024	BUY	N/A	41,467 Added 216.35%	60,634 $3.41 Billion
Q1 2019 Aug 02, 2024	BUY	N/A	11,673 Added 155.76%	19,167 $1.05 Billion

Others Institutions Holding SCHP

# of Institutions

683

Shares Held

244M

Call Options Held

60.2K

Put Options Held

1.3K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mason Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mason Investment Advisory Services, Inc. with notifications on news.

Account

Mason Investment Advisory Services, Inc. Schwab Strategic Us Tips ETF Transaction History