Soltis Investment Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Soltis Investment Advisors LLC

  • $991 Million
  • Q3 2024

A detailed history of Soltis Investment Advisors LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 35,426 shares of SCHP stock, worth $918,950. This represents 0.19% of its overall portfolio holdings.

Number of Shares
35,426
Previous 35,426 -0.0%
Holding current value
$918,950
Previous $1.9 Million -0.0%
% of portfolio
0.19%
Previous 0.19%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 18, 2024
SELL
$51.58 - $53.79 $313,090 - $326,505
-6,070 Reduced 14.63%
35,426 $1.9 Million
Q2 2024

Aug 12, 2024
BUY
$51.1 - $52.24 $135,057 - $138,070
2,643 Added 6.8%
41,496 $2.16 Million
Q1 2024

Apr 29, 2024
BUY
$51.32 - $52.45 $117,060 - $119,638
2,281 Added 6.24%
38,853 $2.03 Million
Q4 2023

Jan 26, 2024
SELL
$49.69 - $52.46 $648,852 - $685,022
-13,058 Reduced 26.31%
36,572 $1.91 Million
Q3 2023

Nov 08, 2023
BUY
$50.37 - $52.48 $132,473 - $138,022
2,630 Added 5.6%
49,630 $2.51 Million
Q2 2023

Aug 08, 2023
BUY
$52.18 - $54.02 $37,673 - $39,002
722 Added 1.56%
47,000 $2.46 Million
Q1 2023

May 03, 2023
BUY
$51.68 - $53.62 $357,832 - $371,264
6,924 Added 17.59%
46,278 $2.48 Million
Q4 2022

Feb 09, 2023
BUY
$51.47 - $53.83 $900,261 - $941,540
17,491 Added 80.0%
39,354 $2.04 Million
Q3 2022

Nov 14, 2022
SELL
$51.8 - $57.88 $10,619 - $11,865
-205 Reduced 0.93%
21,863 $1.13 Million
Q2 2022

Aug 11, 2022
BUY
$55.59 - $60.15 $133,416 - $144,360
2,400 Added 12.2%
22,068 $1.23 Million
Q1 2022

May 06, 2022
SELL
$59.94 - $62.99 $582,197 - $611,821
-9,713 Reduced 33.06%
19,668 $1.19 Million
Q4 2021

Feb 09, 2022
BUY
$62.25 - $63.89 $59,760 - $61,334
960 Added 3.38%
29,381 $1.85 Million
Q3 2021

Nov 09, 2021
SELL
$62.25 - $63.89 $28,137 - $28,878
-452 Reduced 1.57%
28,421 $1.78 Million
Q2 2021

Aug 04, 2021
SELL
$61.03 - $62.53 $216,412 - $221,731
-3,546 Reduced 10.94%
28,873 $1.81 Million
Q1 2021

May 11, 2021
BUY
$60.52 - $62.31 $131,146 - $135,025
2,167 Added 7.16%
32,419 $1.98 Million
Q4 2020

Feb 10, 2021
BUY
$60.73 - $62.08 $11,477 - $11,733
189 Added 0.63%
30,252 $1.88 Million
Q3 2020

Oct 28, 2020
BUY
$60.05 - $61.93 $1.34 Million - $1.38 Million
22,308 Added 287.66%
30,063 $1.85 Million
Q2 2020

Aug 12, 2020
BUY
$57.69 - $60.12 $34,152 - $35,591
592 Added 8.26%
7,755 $465,000
Q1 2020

May 07, 2020
BUY
$53.09 - $59.55 $95,137 - $106,713
1,792 Added 33.36%
7,163 $412,000
Q4 2019

Feb 12, 2020
BUY
$56.32 - $57.23 $302,494 - $307,382
5,371 New
5,371 $304,000

Others Institutions Holding SCHP

# of Institutions
669
Shares Held
167M
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 Soltis Investment Advisors LLC Portfolio

Follow Soltis Investment Advisors 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 Soltis Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Soltis Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email