Wealth Plan Partners, LLC Schwab Strategic Us Tips ETF Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 10,884 shares of SCHP stock, worth $286,902. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,884

Previous 10,897 0.12%

Holding current value

$286,902

Previous $567 Million 2.99%

% of portfolio

0.08%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$51.58 - $53.79 $670 - $699	-13 Reduced 0.12%	10,884 $584 Million
Q2 2024 Aug 09, 2024	SELL	$51.1 - $52.24 $157,490 - $161,003	-3,082 Reduced 22.05%	10,897 $567 Million
Q1 2024 May 07, 2024	SELL	$51.32 - $52.45 $1,385 - $1,416	-27 Reduced 0.19%	13,979 $729 Million
Q4 2023 Jan 05, 2024	SELL	$49.69 - $52.46 $2.15 Million - $2.27 Million	-43,268 Reduced 75.55%	14,006 $731 Million
Q3 2023 Nov 01, 2023	BUY	$50.37 - $52.48 $392,533 - $408,976	7,793 Added 15.75%	57,274 $2.89 Billion
Q2 2023 Jul 31, 2023	BUY	$52.18 - $54.02 $1.22 Million - $1.27 Million	23,435 Added 89.98%	49,481 $2.59 Billion
Q1 2023 May 10, 2023	BUY	$51.68 - $53.62 $61,757 - $64,075	1,195 Added 4.81%	26,046 $1.4 Billion
Q4 2022 Feb 16, 2023	BUY	$51.47 - $53.83 $227,548 - $237,982	4,421 Added 21.64%	24,851 $1.3 Billion
Q1 2022 May 03, 2022	SELL	$59.94 - $62.99 $1.71 Million - $1.8 Million	-28,518 Reduced 58.26%	20,430 $1.21 Million
Q4 2021 Feb 01, 2022	BUY	$62.25 - $63.89 $1.61 Million - $1.65 Million	25,823 Added 111.67%	48,948 $3.02 Million
Q3 2021 Dec 09, 2021	BUY	$62.25 - $63.89 $579,174 - $594,432	9,304 Added 67.32%	23,125 $0
Q2 2021 Aug 19, 2021	BUY	$61.03 - $62.53 $145,739 - $149,321	2,388 Added 20.89%	13,821 $873,000
Q1 2021 May 11, 2021	SELL	$60.52 - $62.31 $2,541 - $2,617	-42 Reduced 0.37%	11,433 $709,000
Q4 2020 Feb 09, 2021	BUY	$60.73 - $62.08 $14,757 - $15,085	243 Added 2.16%	11,475 $713,000
Q3 2020 Dec 18, 2020	SELL	$60.05 - $61.93 $3,663 - $3,777	-61 Reduced 0.54%	11,232 $685,000
Q2 2020 Aug 19, 2020	SELL	$57.69 - $60.12 $75,977 - $79,178	-1,317 Reduced 10.44%	11,293 $691,000
Q1 2020 May 15, 2020	SELL	$53.09 - $59.55 $84,944 - $95,280	-1,600 Reduced 11.26%	12,610 $746,000
Q4 2019 Feb 14, 2020	SELL	$56.32 - $57.23 $65,105 - $66,157	-1,156 Reduced 7.52%	14,210 $817,000
Q3 2019 Nov 15, 2019	SELL	$56.24 - $57.07 $37,737 - $38,293	-671 Reduced 4.18%	15,366 $867,000
Q2 2019 Aug 19, 2019	BUY	N/A	10,234 Added 176.36%	16,037 $915,000
Q1 2019 May 16, 2019	BUY	N/A	455 Added 8.51%	5,803 $321,000
Q4 2018 Feb 20, 2019	BUY	N/A	50 Added 0.94%	5,348 $289,000
Q3 2018 Nov 21, 2018	BUY	N/A	5,298 New	5,298 $282,000

Others Institutions Holding SCHP

# of Institutions

694

Shares Held

172M

Call Options Held

66.2K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Wealth Plan Partners, LLC Schwab Strategic Us Tips ETF Transaction History