Phillips Financial Management, LLC Schwab Strategic Us Tips ETF Transaction History

Phillips Financial Management, LLC

$1.45 Billion
Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 109,433 shares of SCHP stock, worth $2.96 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

109,433

Previous 95,899 14.11%

Holding current value

$2.96 Million

Previous $2.56 Million 15.29%

% of portfolio

0.2%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$26.44 - $27.1 $357,838 - $366,771	13,534 Added 14.11%	109,433 $2.95 Million
Q2 2025 Jul 30, 2025	BUY	$26.18 - $26.93 $123,621 - $127,163	4,722 Added 5.18%	95,899 $2.56 Million
Q1 2025 Apr 30, 2025	BUY	$25.69 - $26.89 $98,829 - $103,445	3,847 Added 4.41%	91,177 $2.45 Million
Q4 2024 Feb 10, 2025	BUY	$25.74 - $53.78 $1.45 Million - $3.03 Million	56,317 Added 181.59%	87,330 $2.26 Million
Q3 2024 Nov 07, 2024	BUY	$51.58 - $53.79 $694,318 - $724,067	13,461 Added 76.69%	31,013 $1.66 Million
Q2 2024 Aug 08, 2024	BUY	$51.1 - $52.24 $54,063 - $55,269	1,058 Added 6.41%	17,552 $912,000
Q1 2024 Apr 23, 2024	BUY	$51.32 - $52.45 $149,443 - $152,734	2,912 Added 21.44%	16,494 $860,000
Q4 2023 Jan 25, 2024	BUY	$49.69 - $52.46 $6,360 - $6,714	128 Added 0.95%	13,582 $708,000
Q3 2023 Nov 09, 2023	BUY	$50.37 - $52.48 $61,652 - $64,235	1,224 Added 10.01%	13,454 $679,000
Q2 2023 Aug 11, 2023	BUY	$52.18 - $54.02 $3,130 - $3,241	60 Added 0.49%	12,230 $641,000
Q1 2023 May 08, 2023	BUY	$51.68 - $53.62 $27,442 - $28,472	531 Added 4.56%	12,170 $652,000
Q4 2022 Jan 24, 2023	BUY	$51.47 - $53.83 $27,536 - $28,799	535 Added 4.82%	11,639 $0
Q3 2022 Nov 08, 2022	BUY	$51.8 - $57.88 $575,187 - $642,699	11,104 New	11,104 $575,000
Q2 2022 Jul 22, 2022	SELL	$55.59 - $60.15 $413,200 - $447,094	-7,433 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$59.94 - $62.99 $445,534 - $468,204	7,433 New	7,433 $451,000

Others Institutions Holding SCHP

# of Institutions

759

Shares Held

352M

Call Options Held

4.7K

Put Options Held

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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Account

Phillips Financial Management, LLC Schwab Strategic Us Tips ETF Transaction History