Wealth Management Resources, Inc. Schwab Strategic Us Tips ETF Transaction History

Wealth Management Resources, Inc.

$250 Million
Q3 2024

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 $275,988. This represents 0.23% of its overall portfolio holdings.

Number of Shares

10,550

Previous 22,277 52.64%

Holding current value

$275,988

Previous $1.16 Million 51.21%

% of portfolio

0.23%

Previous 0.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

691

Shares Held

170M

Call Options Held

66.2K

Put Options Held

2.7K

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About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Wealth Management Resources, Inc. Schwab Strategic Us Tips ETF Transaction History