Sowell Financial Services LLC Schwab Strategic Us Tips ETF Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 14,717 shares of SCHP stock, worth $379,698. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,717
Previous 15,477 4.91%
Holding current value
$379,698
Previous $804,000 1.87%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 04, 2024
SELL
$51.58 - $53.79 $39,200 - $40,880
-760 Reduced 4.91%
14,717 $789,000
Q2 2024

Aug 13, 2024
SELL
$51.1 - $52.24 $123,559 - $126,316
-2,418 Reduced 13.51%
15,477 $804,000
Q1 2024

May 03, 2024
SELL
$51.32 - $52.45 $201,431 - $205,866
-3,925 Reduced 17.99%
17,895 $933,000
Q4 2023

Jan 24, 2024
SELL
$49.69 - $52.46 $184,051 - $194,311
-3,704 Reduced 14.51%
21,820 $1.14 Million
Q3 2023

Nov 08, 2023
SELL
$50.37 - $52.48 $100,991 - $105,222
-2,005 Reduced 7.28%
25,524 $1.29 Million
Q2 2023

Aug 14, 2023
BUY
$52.18 - $54.02 $74,147 - $76,762
1,421 Added 5.44%
27,529 $1.44 Million
Q1 2023

May 12, 2023
SELL
$51.68 - $53.62 $365,325 - $379,039
-7,069 Reduced 21.31%
26,108 $1.4 Million
Q4 2022

Feb 09, 2023
BUY
$51.47 - $53.83 $270,526 - $282,930
5,256 Added 18.82%
33,177 $1.72 Million
Q3 2022

Nov 15, 2022
BUY
$51.8 - $57.88 $1.45 Million - $1.62 Million
27,921 New
27,921 $1.45 Million
Q1 2022

May 13, 2022
SELL
$59.94 - $62.99 $1.62 Million - $1.7 Million
-27,013 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$62.25 - $63.89 $266,305 - $273,321
4,278 Added 18.82%
27,013 $1.7 Million
Q3 2021

Nov 04, 2021
BUY
$62.25 - $63.89 $81,734 - $83,887
1,313 Added 6.13%
22,735 $1.42 Million
Q2 2021

Aug 05, 2021
BUY
$61.03 - $62.53 $887,986 - $909,811
14,550 Added 211.73%
21,422 $1.34 Million
Q1 2021

May 07, 2021
BUY
$60.52 - $62.31 $295,277 - $304,010
4,879 Added 244.81%
6,872 $428,000
Q4 2020

Jan 13, 2021
BUY
$60.73 - $62.08 $16,761 - $17,134
276 Added 16.07%
1,993 $124,000
Q2 2020

Aug 13, 2020
SELL
$57.69 - $60.12 $32,017 - $33,366
-555 Reduced 24.43%
1,717 $103,000
Q1 2020

May 12, 2020
BUY
$53.09 - $59.55 $34,455 - $38,647
649 Added 39.99%
2,272 $131,000
Q4 2019

Feb 07, 2020
SELL
$56.32 - $57.23 $40,099 - $40,747
-712 Reduced 30.49%
1,623 $0
Q3 2019

Nov 14, 2019
BUY
$56.24 - $57.07 $131,320 - $133,258
2,335 New
2,335 $133,000

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

SCHP Quotes by TradingView
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  • Sector ETFs
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More about SCHP
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