A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4,103 shares of SCHP stock, worth $105,857. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,103
Previous 4,608 10.96%
Holding current value
$105,857
Previous $239,000 7.95%
% of portfolio
0.0%
Previous 0.0%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$51.58 - $53.79 $26,047 - $27,163
-505 Reduced 10.96%
4,103 $220,000
Q2 2024

Aug 14, 2024

SELL
$51.1 - $52.24 $49,004 - $50,098
-959 Reduced 17.23%
4,608 $239,000
Q1 2024

May 15, 2024

SELL
$51.32 - $52.45 $282,413 - $288,632
-5,503 Reduced 49.71%
5,567 $290,000
Q4 2023

Feb 14, 2024

SELL
$49.69 - $52.46 $125,964 - $132,986
-2,535 Reduced 18.63%
11,070 $577,000
Q3 2023

Nov 14, 2023

SELL
$50.37 - $52.48 $225,153 - $234,585
-4,470 Reduced 24.73%
13,605 $686,000
Q2 2023

Aug 14, 2023

SELL
$52.18 - $54.02 $397,872 - $411,902
-7,625 Reduced 29.67%
18,075 $947,000
Q1 2023

Aug 14, 2023

BUY
$51.68 - $53.62 $394,060 - $408,852
7,625 Added 42.19%
25,700 $1.38 Million
Q1 2023

May 15, 2023

SELL
$51.68 - $53.62 $191,422 - $198,608
-3,704 Reduced 12.6%
25,700 $1.38 Million
Q4 2022

Feb 14, 2023

SELL
$51.47 - $53.83 $787,130 - $823,222
-15,293 Reduced 34.21%
29,404 $1.52 Million
Q3 2022

Nov 14, 2022

SELL
$51.8 - $57.88 $681,947 - $761,990
-13,165 Reduced 22.75%
44,697 $2.32 Million
Q2 2022

Aug 11, 2022

SELL
$55.59 - $60.15 $792,880 - $857,919
-14,263 Reduced 19.78%
57,862 $3.23 Million
Q1 2022

May 16, 2022

SELL
$59.94 - $62.99 $821,118 - $862,900
-13,699 Reduced 15.96%
72,125 $4.38 Million
Q4 2021

Feb 14, 2022

SELL
$62.25 - $63.89 $230,387 - $236,456
-3,701 Reduced 4.13%
85,824 $5.4 Million
Q3 2021

Nov 15, 2021

SELL
$62.25 - $63.89 $967,053 - $992,531
-15,535 Reduced 14.79%
89,525 $5.6 Million
Q2 2021

Aug 13, 2021

SELL
$61.03 - $62.53 $171,616 - $175,834
-2,812 Reduced 2.61%
105,060 $6.57 Million
Q1 2021

May 14, 2021

SELL
$60.52 - $62.31 $229,128 - $235,905
-3,786 Reduced 3.39%
107,872 $6.6 Million
Q4 2020

Feb 17, 2021

SELL
$60.73 - $62.08 $220,510 - $225,412
-3,631 Reduced 3.15%
111,658 $6.93 Million
Q3 2020

Nov 13, 2020

BUY
$60.05 - $61.93 $143,999 - $148,508
2,398 Added 2.12%
115,289 $7.11 Million
Q2 2020

Aug 13, 2020

SELL
$57.69 - $60.12 $3.91 Million - $4.07 Million
-67,721 Reduced 37.5%
112,891 $6.78 Million
Q1 2020

May 15, 2020

SELL
$53.09 - $59.55 $96 Million - $108 Million
-1,807,860 Reduced 90.92%
180,612 $10.4 Million
Q4 2019

Feb 14, 2020

BUY
$56.32 - $57.23 $2.84 Million - $2.89 Million
50,438 Added 2.6%
1,988,472 $113 Million
Q3 2019

Nov 14, 2019

BUY
$56.24 - $57.07 $3.01 Million - $3.06 Million
53,540 Added 2.84%
1,938,034 $110 Million
Q2 2019

Aug 13, 2019

BUY
N/A
30,791 Added 1.66%
1,884,494 $106 Million
Q1 2019

May 14, 2019

BUY
N/A
44,167 Added 2.44%
1,853,703 $102 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-21,567 Reduced 1.18%
1,809,536 $96.4 Million
Q3 2018

Nov 14, 2018

BUY
N/A
89,076 Added 5.11%
1,831,103 $98.8 Million
Q2 2018

Aug 14, 2018

BUY
N/A
105,075 Added 6.42%
1,742,027 $95.7 Million
Q1 2018

May 15, 2018

BUY
N/A
87,791 Added 5.67%
1,636,952 $89.8 Million
Q4 2017

Feb 13, 2018

BUY
N/A
30,735 Added 2.02%
1,549,161 $85.9 Million
Q3 2017

Nov 14, 2017

BUY
N/A
62,195 Added 4.27%
1,518,426 $83.9 Million
Q2 2017

Aug 14, 2017

BUY
N/A
1,456,231
1,456,231 $80.2 Million

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
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