A detailed history of Wealth Management Resources, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 10,550 shares of SCHP stock, worth $272,190. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,550
Previous 22,277 52.64%
Holding current value
$272,190
Previous $1.16 Million 51.21%
% of portfolio
0.23%
Previous 0.5%

Shares

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

Oct 31, 2024

SELL
$51.58 - $53.79 $604,878 - $630,795
-11,727 Reduced 52.64%
10,550 $565,000
Q2 2024

Jul 17, 2024

SELL
$51.1 - $52.24 $10.4 Million - $10.7 Million
-204,271 Reduced 90.17%
22,277 $1.16 Million
Q1 2024

Apr 19, 2024

BUY
$51.32 - $52.45 $228,374 - $233,402
4,450 Added 2.0%
226,548 $11.8 Million
Q4 2023

Jan 19, 2024

BUY
$49.69 - $52.46 $991,663 - $1.05 Million
19,957 Added 9.87%
222,098 $11.6 Million
Q3 2023

Oct 24, 2023

BUY
$50.37 - $52.48 $945,545 - $985,154
18,772 Added 10.24%
202,141 $10.2 Million
Q2 2023

Jul 11, 2023

BUY
$52.18 - $54.02 $8.46 Million - $8.75 Million
162,046 Added 759.96%
183,369 $9.61 Million
Q1 2023

Apr 10, 2023

SELL
$51.68 - $53.62 $53,333 - $55,335
-1,032 Reduced 4.62%
21,323 $1.14 Million
Q4 2022

Jan 17, 2023

SELL
$51.47 - $53.83 $154,461 - $161,543
-3,001 Reduced 11.84%
22,355 $0
Q3 2022

Oct 13, 2022

BUY
$51.8 - $57.88 $71,794 - $80,221
1,386 Added 5.78%
25,356 $1.31 Million
Q2 2022

Jul 22, 2022

SELL
$55.59 - $60.15 $624,887 - $676,146
-11,241 Reduced 31.92%
23,970 $134,000
Q1 2022

Apr 20, 2022

SELL
$59.94 - $62.99 $739,479 - $777,107
-12,337 Reduced 25.95%
35,211 $2.14 Million
Q4 2021

Feb 10, 2022

BUY
$62.25 - $63.89 $2.96 Million - $3.04 Million
47,548 New
47,548 $2.99 Million

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


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