Valtinson Bruner Financial Planning LLC Schwab Strategic Us Tips ETF Transaction History

Valtinson Bruner Financial Planning LLC

$185 Million
Q1 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 4,316 shares of SCHP stock, worth $224,906. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,316

Previous 3,991 8.14%

Holding current value

$224,906

Previous $208,000 8.17%

% of portfolio

0.12%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$51.32 - $52.45 $16,679 - $17,046	325 Added 8.14%	4,316 $225,000
Q4 2023 Feb 06, 2024	SELL	$49.69 - $52.46 $5.41 Million - $5.71 Million	-108,884 Reduced 96.46%	3,991 $208,000
Q3 2023 Oct 24, 2023	BUY	$50.37 - $52.48 $541,678 - $564,369	10,754 Added 10.53%	112,875 $5.7 Million
Q2 2023 Jul 24, 2023	BUY	$52.18 - $54.02 $2.06 Million - $2.13 Million	39,398 Added 62.81%	102,121 $5.35 Million
Q1 2023 May 05, 2023	SELL	$51.68 - $53.62 $8,217 - $8,525	-159 Reduced 0.25%	62,723 $3.36 Million

Q4 2022 Jan 19, 2023	BUY	$51.7 - $53.83 $3.25 Million - $3.38 Million	62,882 New	62,882 $0

Others Institutions Holding SCHP

# of Institutions

677

Shares Held

159M

Call Options Held

123K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Valtinson Bruner Financial Planning LLC Schwab Strategic Us Tips ETF Transaction History