Warren Averett Asset Management, LLC Schwab Strategic Us Tips ETF Transaction History

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 200,976 shares of SCHP stock, worth $5.33 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
200,976
Previous 52,296 284.3%
Holding current value
$5.33 Million
Previous $1.35 Million 300.3%
% of portfolio
0.07%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$25.69 - $26.89 $3.82 Million - $4 Million
148,680 Added 284.3%
200,976 $5.4 Million
Q4 2024

Feb 14, 2025
BUY
$25.74 - $53.78 $248,159 - $518,492
9,641 Added 22.6%
52,296 $1.35 Million
Q3 2024

Nov 14, 2024
SELL
$51.58 - $53.79 $800,470 - $834,767
-15,519 Reduced 26.68%
42,655 $2.29 Million
Q2 2024

Aug 14, 2024
SELL
$51.1 - $52.24 $2.45 Million - $2.5 Million
-47,933 Reduced 45.17%
58,174 $3.03 Million
Q1 2024

May 15, 2024
BUY
$51.32 - $52.45 $5.45 Million - $5.57 Million
106,107 New
106,107 $5.53 Million

Others Institutions Holding SCHP

# of Institutions
738
Shares Held
339M
Call Options Held
37.5K
Put Options Held
10.4K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
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