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

Topel & Distasi Wealth Management, LLC

  • $234 Million
  • Q4 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 16,466 shares of SCHP stock, worth $434,537. This represents 0.18% of its overall portfolio holdings.

Number of Shares
16,466
Previous 8,233 100.0%
Holding current value
$434,537
Previous $441,000 3.63%
% of portfolio
0.18%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$25.74 - $53.78 $211,917 - $442,770
8,233 Added 100.0%
16,466 $425,000
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
$62.25 - $63.89 $1.32 Million - $1.35 Million
21,153 New
21,153 $1.33 Million

Others Institutions Holding SCHP

# of Institutions
712
Shares Held
285M
Call Options Held
110K
Put Options Held
0
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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