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

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

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 31,013 shares of SCHP stock, worth $811,610. This represents 0.13% of its overall portfolio holdings.

Number of Shares
31,013
Previous 17,552 76.69%
Holding current value
$811,610
Previous $912,000 82.35%
% of portfolio
0.13%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
684
Shares Held
155M
Call Options Held
60.2K
Put Options Held
1.3K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email