Topel & Distasi Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $226 Million
  • Q1 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 8,233 shares of SCHP stock, worth $429,103. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,233
Previous 4,056 102.98%
Holding current value
$429,103
Previous $211,000 103.32%
% of portfolio
0.19%
Previous 0.1%

Shares

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

May 06, 2024
BUY
$51.32 - $52.45 $214,363 - $219,083
4,177 Added 102.98%
8,233 $429,000
Q4 2023

Jan 12, 2024
BUY
$49.69 - $52.46 $201,542 - $212,777
4,056 New
4,056 $211,000
Q4 2021

Feb 23, 2022
BUY
N/A
21,153 New
21,153 $1.33 Million

Others Institutions Holding SCHP

# of Institutions
675
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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