A detailed history of Wealth Management Solutions, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 15,664 shares of SCHP stock, worth $410,866. This represents 0.55% of its overall portfolio holdings.

Number of Shares
15,664
Previous 16,499 5.06%
Holding current value
$410,866
Previous $865,000 8.67%
% of portfolio
0.55%
Previous 0.57%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023

SELL
$50.37 - $52.48 $42,058 - $43,820
-835 Reduced 5.06%
15,664 $790,000
Q2 2023

Aug 03, 2023

SELL
$52.18 - $54.02 $2.11 Million - $2.18 Million
-40,431 Reduced 71.02%
16,499 $865,000
Q1 2023

May 05, 2023

SELL
$51.68 - $53.62 $12.1 Million - $12.6 Million
-234,878 Reduced 80.49%
56,930 $3.05 Million
Q4 2022

Feb 09, 2023

SELL
$51.47 - $53.83 $247,004 - $258,330
-4,799 Reduced 1.62%
291,808 $15.1 Million
Q3 2022

Nov 07, 2022

BUY
$51.8 - $57.88 $1.46 Million - $1.63 Million
28,134 Added 10.48%
296,607 $15.4 Million
Q2 2022

Aug 01, 2022

BUY
$55.59 - $60.15 $8 Million - $8.66 Million
143,892 Added 115.5%
268,473 $15 Million
Q1 2022

May 06, 2022

BUY
$59.94 - $62.99 $7.47 Million - $7.85 Million
124,581 New
124,581 $7.56 Million

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Wealth Management Solutions, LLC Portfolio

Follow Wealth Management Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Solutions, LLC with notifications on news.