Summit Financial Strategies, Inc. Schwab Strategic Us Tips ETF Transaction History

Summit Financial Strategies, Inc.

  • $679 Million
  • Q1 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 37,842 shares of SCHP stock, worth $1.97 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
37,842
Previous 35,918 5.36%
Holding current value
$1.97 Million
Previous $1.87 Million 5.28%
% of portfolio
0.29%
Previous 0.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$51.32 - $52.45 $98,739 - $100,913
1,924 Added 5.36%
37,842 $1.97 Million
Q4 2023

Feb 13, 2024
BUY
$49.69 - $52.46 $1.5 Million - $1.59 Million
30,235 Added 532.03%
35,918 $1.87 Million
Q3 2023

Oct 24, 2023
BUY
$50.37 - $52.48 $40,799 - $42,508
810 Added 16.62%
5,683 $286,000
Q2 2023

Jul 21, 2023
BUY
$52.18 - $54.02 $25,150 - $26,037
482 Added 10.98%
4,873 $255,000
Q1 2023

Apr 21, 2023
BUY
$51.68 - $53.62 $226,926 - $235,445
4,391 New
4,391 $235,000
Q2 2022

Jul 25, 2022
SELL
N/A
-249 Reduced 5.87%
3,992 $223,000
Q1 2022

May 04, 2022
BUY
N/A
13 Added 0.31%
4,241 $257,000
Q4 2021

Feb 03, 2022
BUY
N/A
390 Added 10.16%
4,228 $266,000
Q3 2021

Nov 10, 2021
BUY
N/A
298 Added 8.42%
3,838 $240,000
Q2 2021

Aug 11, 2021
SELL
N/A
-81 Reduced 2.24%
3,540 $221,000
Q1 2021

May 11, 2021
BUY
N/A
3,621 New
3,621 $221,000

Others Institutions Holding SCHP

# of Institutions
677
Shares Held
159M
Call Options Held
123K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
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