Strategic Financial Planning, Inc. Schwab Strategic Us Tips ETF Transaction History

Strategic Financial Planning, Inc.

$145 Million
Q1 2025

A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 48,411 shares of SCHP stock, worth $1.28 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

48,411

Previous 50,150 3.47%

Holding current value

$1.28 Million

Previous $1.3 Million 0.46%

% of portfolio

0.9%

Previous 0.88%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$25.69 - $26.89 $44,674 - $46,761	-1,739 Reduced 3.47%	48,411 $1.3 Million
Q4 2024 Feb 13, 2025	BUY	$25.74 - $53.78 $672,174 - $1.4 Million	26,114 Added 108.65%	50,150 $1.3 Million
Q3 2024 Oct 25, 2024	BUY	$51.58 - $53.79 $88,253 - $92,034	1,711 Added 7.66%	24,036 $1.29 Million
Q2 2024 Aug 09, 2024	BUY	$51.1 - $52.24 $156,979 - $160,481	3,072 Added 15.96%	22,325 $1.16 Million
Q1 2024 Apr 22, 2024	SELL	$51.32 - $52.45 $157,295 - $160,759	-3,065 Reduced 13.73%	19,253 $1 Million
Q4 2023 Feb 12, 2024	BUY	$49.69 - $52.46 $83,081 - $87,713	1,672 Added 8.1%	22,318 $1.16 Million
Q3 2023 Nov 09, 2023	BUY	$50.37 - $52.48 $90,817 - $94,621	1,803 Added 9.57%	20,646 $1.04 Million
Q2 2023 Aug 10, 2023	SELL	$52.18 - $54.02 $215,659 - $223,264	-4,133 Reduced 17.99%	18,843 $987,000
Q1 2023 May 10, 2023	SELL	$51.68 - $53.62 $34,005 - $35,281	-658 Reduced 2.78%	22,976 $1.23 Million
Q4 2022 Feb 14, 2023	SELL	$51.47 - $53.83 $162,748 - $170,210	-3,162 Reduced 11.8%	23,634 $1.22 Million
Q3 2022 Nov 14, 2022	BUY	$51.8 - $57.88 $20,875 - $23,325	403 Added 1.53%	26,796 $1.39 Million
Q2 2022 Aug 03, 2022	SELL	$55.59 - $60.15 $5,392 - $5,834	-97 Reduced 0.37%	26,393 $1.47 Million
Q1 2022 May 05, 2022	SELL	$59.94 - $62.99 $127,072 - $133,538	-2,120 Reduced 7.41%	26,490 $1.61 Million
Q4 2021 Feb 07, 2022	SELL	$62.25 - $63.89 $58,950 - $60,503	-947 Reduced 3.2%	28,610 $1.8 Million
Q3 2021 Nov 09, 2021	BUY	$62.25 - $63.89 $25,896 - $26,578	416 Added 1.43%	29,557 $1.85 Million
Q2 2021 Aug 06, 2021	BUY	$61.03 - $62.53 $51,631 - $52,900	846 Added 2.99%	29,141 $1.82 Million
Q1 2021 May 07, 2021	BUY	$60.52 - $62.31 $294,006 - $302,701	4,858 Added 20.73%	28,295 $1.73 Million
Q4 2020 Feb 11, 2021	BUY	$60.73 - $62.08 $69,778 - $71,329	1,149 Added 5.16%	23,437 $1.46 Million
Q3 2020 Nov 09, 2020	SELL	$60.05 - $61.93 $22,098 - $22,790	-368 Reduced 1.62%	22,288 $1.37 Million
Q2 2020 Aug 07, 2020	SELL	$57.69 - $60.12 $108,630 - $113,205	-1,883 Reduced 7.67%	22,656 $1.36 Million
Q1 2020 Apr 21, 2020	SELL	$53.09 - $59.55 $318,752 - $357,538	-6,004 Reduced 19.66%	24,539 $1.41 Million
Q4 2019 Feb 13, 2020	BUY	$56.32 - $57.23 $1.72 Million - $1.75 Million	30,543 New	30,543 $1.73 Million

Others Institutions Holding SCHP

# of Institutions

738

Shares Held

339M

Call Options Held

37.5K

Put Options Held

10.4K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Strategic Financial Planning, Inc. Schwab Strategic Us Tips ETF Transaction History