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

Perfromance Wealth Partners, LLC

$2.89 Billion
Q3 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 83,749 shares of SCHP stock, worth $2.16 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

83,749

Previous 84,714 1.14%

Holding current value

$2.16 Million

Previous $4.41 Million 1.95%

% of portfolio

0.16%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

685

Shares Held

155M

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 Perfromance Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perfromance Wealth Partners, LLC with notifications on news.

Account

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