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

True Wealth Advisors, LLC

$271 Million
Q3 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 34,954 shares of SCHP stock, worth $915,095. This represents 0.69% of its overall portfolio holdings.

Number of Shares

34,954

Previous 34,638 0.91%

Holding current value

$915,095

Previous $1.8 Million 4.05%

% of portfolio

0.69%

Previous 0.72%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$51.58 - $53.79 $16,299 - $16,997	316 Added 0.91%	34,954 $1.87 Million
Q2 2024 Jul 24, 2024	SELL	$51.1 - $52.24 $226,424 - $231,475	-4,431 Reduced 11.34%	34,638 $1.8 Million
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	$51.47 - $53.83 $345,157 - $360,983	6,706 Added 29.24%	29,644 $0
Q3 2022 Oct 21, 2022	BUY	$51.8 - $57.88 $660,035 - $737,506	12,742 Added 124.97%	22,938 $1.19 Million
Q2 2022 Jul 27, 2022	BUY	$55.59 - $60.15 $116,183 - $125,713	2,090 Added 25.78%	10,196 $569,000
Q1 2022 May 04, 2022	BUY	$59.94 - $62.99 $485,873 - $510,596	8,106 New	8,106 $471,000

Others Institutions Holding SCHP

# of Institutions

684

Shares Held

155M

Call Options Held

60.2K

Put Options Held

1.3K

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