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

Summit Wealth Group, LLC

$342 Million
Q1 2025

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 255,059 shares of SCHP stock, worth $6.84 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

255,059

Previous 275,134 7.3%

Holding current value

$6.84 Million

Previous $7.11 Million 3.49%

% of portfolio

2.01%

Previous 2.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$25.69 - $26.89 $515,726 - $539,816	-20,075 Reduced 7.3%	255,059 $6.86 Million
Q4 2024 Feb 04, 2025	BUY	$25.74 - $53.78 $3.7 Million - $7.73 Million	143,663 Added 109.27%	275,134 $7.11 Million
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

727

Shares Held

321M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

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.

Account

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