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

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 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 $211,505. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,233
Previous 8,233 -0.0%
Holding current value
$211,505
Previous $428,000 3.04%
% of portfolio
0.18%
Previous 0.19%

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
$62.25 - $63.89 $1.32 Million - $1.35 Million
21,153 New
21,153 $1.33 Million

Others Institutions Holding SCHP

# of Institutions
685
Shares Held
156M
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
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