Summit Wealth Group, LLC Schwab Strategic Us Tips ETF Transaction History

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024

A detailed history of Summit Wealth Group, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 131,471 shares of SCHP stock, worth $3.39 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
131,471
Previous 119,751 9.79%
Holding current value
$3.39 Million
Previous $6.23 Million 13.21%
% of portfolio
2.03%
Previous 1.87%

Shares

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

Nov 08, 2024
BUY
$51.58 - $53.79 $604,517 - $630,418
11,720 Added 9.79%
131,471 $7.05 Million
Q2 2024

Jul 31, 2024
BUY
$51.1 - $52.24 $6.12 Million - $6.26 Million
119,751 New
119,751 $6.23 Million
Q2 2023

Jul 26, 2023
SELL
$52.18 - $54.02 $279 Million - $289 Million
-5,345,191 Reduced 98.07%
104,959 $5.5 Million
Q1 2023

May 10, 2023
BUY
$51.68 - $53.62 $282 Million - $292 Million
5,450,150 New
5,450,150 $102,000
Q1 2021

May 11, 2021
SELL
$60.52 - $62.31 $3.47 Million - $3.57 Million
-57,342 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$60.73 - $62.08 $3.48 Million - $3.56 Million
57,342 New
57,342 $3.56 Million

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
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, 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 Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email