True Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

True Wealth Advisors, LLC

$240 Million
Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 39,069 shares of SCHP stock, worth $2.02 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

39,069

Previous 41,003 4.72%

Holding current value

$2.02 Million

Previous $2.14 Million 4.81%

% of portfolio

0.85%

Previous 0.91%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$51.32 - $52.45 $99,252 - $101,438	-1,934 Reduced 4.72%	39,069 $2.04 Million
Q4 2023 Feb 08, 2024	SELL	$49.69 - $52.46 $64,547 - $68,145	-1,299 Reduced 3.07%	41,003 $2.14 Million
Q3 2023 Nov 07, 2023	BUY	$50.37 - $52.48 $82,506 - $85,962	1,638 Added 4.03%	42,302 $2.14 Million
Q2 2023 Jul 31, 2023	BUY	$52.18 - $54.02 $156,592 - $162,114	3,001 Added 7.97%	40,664 $2.13 Million
Q1 2023 Apr 19, 2023	BUY	$51.68 - $53.62 $414,421 - $429,978	8,019 Added 27.05%	37,663 $2.02 Million

Q4 2022 Jan 23, 2023	BUY	$51.7 - $53.83 $346,700 - $360,983	6,706 Added 29.24%	29,644 $0
Q3 2022 Oct 21, 2022	BUY	N/A	12,742 Added 124.97%	22,938 $1.19 Million
Q2 2022 Jul 27, 2022	BUY	N/A	2,090 Added 25.78%	10,196 $569,000
Q1 2022 May 04, 2022	BUY	N/A	8,106 New	8,106 $471,000

Others Institutions Holding SCHP

# of Institutions

676

Shares Held

159M

Call Options Held

123K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

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True Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History