Pathstone Family Office, LLC Schwab Strategic Us Tips ETF Transaction History

Pathstone Family Office, LLC

  • $15.6 Billion
  • Q3 2023

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jan 12, 2024
BUY
$52.18 - $54.02 $326,125 - $337,625
6,250 New
6,250 $327,000
Q2 2023

Aug 14, 2023
SELL
$52.18 - $54.02 $26,090 - $27,010
-500 Reduced 7.41%
6,250 $327,000
Q1 2023

May 15, 2023
BUY
$51.68 - $53.62 $348,840 - $361,935
6,750 New
6,750 $361,000
Q2 2022

Oct 23, 2023
BUY
$55.59 - $60.15 $39,302 - $42,526
707 Added 11.31%
6,957 $0
Q2 2022

Aug 15, 2022
BUY
$55.59 - $60.15 $38,523 - $41,683
693 Added 10.39%
7,360 $411,000
Q1 2022

May 16, 2022
SELL
$59.94 - $62.99 $4,375 - $4,598
-73 Reduced 1.08%
6,667 $404,000
Q1 2021

May 14, 2021
SELL
$60.52 - $62.31 $121,040 - $124,620
-2,000 Reduced 22.88%
6,740 $412,000
Q4 2020

Feb 16, 2021
SELL
$60.73 - $62.08 $452,438 - $462,496
-7,450 Reduced 46.02%
8,740 $543,000
Q3 2020

Nov 12, 2020
BUY
$60.05 - $61.93 $399,332 - $411,834
6,650 Added 69.71%
16,190 $997,000
Q2 2020

Aug 14, 2020
BUY
$57.69 - $60.12 $216,337 - $225,450
3,750 Added 64.77%
9,540 $572,000
Q1 2020

Jun 11, 2020
BUY
$53.09 - $59.55 $307,391 - $344,794
5,790 New
5,790 $333,000

Others Institutions Holding SCHP

# of Institutions
698
Shares Held
171M
Call Options Held
66.2K
Put Options Held
2.7K
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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