Walkner Condon Financial Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Walkner Condon Financial Advisors LLC

$466 Million
Q1 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 18,603 shares of SCHP stock, worth $969,402. This represents 0.21% of its overall portfolio holdings.

Number of Shares

18,603

Previous 20,642 9.88%

Holding current value

$969,402

Previous $1.08 Million 9.94%

% of portfolio

0.21%

Previous 0.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$51.32 - $52.45 $104,641 - $106,945	-2,039 Reduced 9.88%	18,603 $970,000
Q4 2023 Jan 23, 2024	SELL	$49.69 - $52.46 $258,338 - $272,739	-5,199 Reduced 20.12%	20,642 $1.08 Million
Q3 2023 Oct 19, 2023	SELL	$50.37 - $52.48 $23,472 - $24,455	-466 Reduced 1.77%	25,841 $1.3 Million
Q2 2023 Jul 21, 2023	SELL	$52.18 - $54.02 $192,909 - $199,711	-3,697 Reduced 12.32%	26,307 $1.38 Million
Q1 2023 Apr 20, 2023	SELL	$51.68 - $53.62 $207,236 - $215,016	-4,010 Reduced 11.79%	30,004 $1.61 Million

Q4 2022 Jan 25, 2023	SELL	$51.7 - $53.83 $939,285 - $977,983	-18,168 Reduced 34.82%	34,014 $0
Q3 2022 Oct 28, 2022	SELL	N/A	-7,239 Reduced 12.18%	52,182 $2.7 Million
Q2 2022 Aug 04, 2022	SELL	N/A	-4,069 Reduced 6.41%	59,421 $3.32 Million
Q1 2022 May 03, 2022	SELL	N/A	-27,042 Reduced 29.87%	63,490 $3.85 Billion
Q4 2021 Feb 11, 2022	BUY	N/A	90,532 New	90,532 $0
Q2 2021 Aug 10, 2021	SELL	N/A	-63,990 Closed	0 $0
Q1 2021 Apr 13, 2021	BUY	N/A	1,695 Added 2.72%	63,990 $3.91 Million
Q4 2020 Jan 12, 2021	BUY	N/A	27,350 Added 78.27%	62,295 $3.87 Million
Q3 2020 Nov 10, 2020	BUY	N/A	34,945 New	34,945 $2.15 Million

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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Walkner Condon Financial Advisors LLC Schwab Strategic Us Tips ETF Transaction History