Perfromance Wealth Partners, LLC Schwab Strategic Us Tips ETF Transaction History

Perfromance Wealth Partners, LLC

$3.09 Billion
Q4 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 153,703 shares of SCHP stock, worth $4.02 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

153,703

Previous 83,749 83.53%

Holding current value

$4.02 Million

Previous $4.49 Million 11.6%

% of portfolio

0.13%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.74 - $53.78 $1.8 Million - $3.76 Million	69,954 Added 83.53%	153,703 $3.97 Million
Q3 2024 Oct 10, 2024	SELL	$51.58 - $53.79 $49,774 - $51,907	-965 Reduced 1.14%	83,749 $4.49 Million
Q2 2024 Jul 19, 2024	SELL	$51.1 - $52.24 $150,234 - $153,585	-2,940 Reduced 3.35%	84,714 $4.41 Million
Q1 2024 Apr 30, 2024	SELL	$51.32 - $52.45 $933,305 - $953,855	-18,186 Reduced 17.18%	87,654 $4.57 Million
Q4 2023 Jan 22, 2024	SELL	$49.69 - $52.46 $97,044 - $102,454	-1,953 Reduced 1.81%	105,840 $5.52 Million
Q3 2023 Oct 30, 2023	BUY	$50.37 - $52.48 $1.92 Million - $2 Million	38,185 Added 54.86%	107,793 $5.44 Million
Q2 2023 Jul 13, 2023	BUY	$52.18 - $54.02 $2.63 Million - $2.72 Million	50,423 Added 262.83%	69,608 $3.65 Million
Q1 2023 Apr 20, 2023	BUY	$51.68 - $53.62 $991,480 - $1.03 Million	19,185 New	19,185 $1.03 Million

Others Institutions Holding SCHP

# of Institutions

666

Shares Held

200M

Call Options Held

60.2K

Put Options Held

1.3K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Perfromance Wealth Partners, LLC Schwab Strategic Us Tips ETF Transaction History