Wealthsource Partners, LLC Schwab Strategic Us Tips ETF Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 7,202 shares of SCHP stock, worth $375,296. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,202
Previous 4,345 65.75%
Holding current value
$375,296
Previous $219,000 71.23%
% of portfolio
0.02%
Previous 0.02%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$49.69 - $52.46 $141,964 - $149,878
2,857 Added 65.75%
7,202 $375,000
Q3 2023

Nov 09, 2023
BUY
$50.37 - $52.48 $2,317 - $2,414
46 Added 1.07%
4,345 $219,000
Q2 2023

Aug 14, 2023
BUY
$52.18 - $54.02 $1,774 - $1,836
34 Added 0.8%
4,299 $225,000
Q4 2022

Feb 09, 2023
SELL
$51.7 - $53.83 $9,047 - $9,420
-175 Reduced 3.94%
4,265 $220,000
Q3 2022

Nov 14, 2022
BUY
N/A
688 Added 18.34%
4,440 $230,000
Q2 2022

Aug 10, 2022
SELL
N/A
-7,233 Reduced 65.84%
3,752 $209,000
Q1 2022

May 09, 2022
SELL
N/A
-266 Reduced 2.36%
10,985 $667,000
Q4 2021

Feb 14, 2022
BUY
N/A
319 Added 2.92%
11,251 $708,000
Q3 2021

Nov 18, 2021
BUY
N/A
6,620 Added 153.53%
10,932 $684,000
Q2 2021

Nov 18, 2021
BUY
N/A
239 Added 5.87%
4,312 $270,000
Q1 2021

Jun 21, 2021
BUY
N/A
116 Added 2.93%
4,073 $249,000
Q4 2020

Feb 12, 2021
BUY
N/A
497 Added 14.36%
3,957 $246,000
Q3 2020

Nov 16, 2020
BUY
N/A
3,460 New
3,460 $0
Q4 2019

Feb 12, 2020
SELL
N/A
-8,430 Closed
0 $0
Q3 2019

Nov 15, 2019
SELL
N/A
-936 Reduced 9.99%
8,430 $478,000
Q2 2019

Aug 09, 2019
SELL
N/A
-11,471 Reduced 55.05%
9,366 $527,000
Q1 2019

May 16, 2019
SELL
N/A
-7,832 Reduced 27.32%
20,837 $1.15 Million
Q4 2018

Feb 06, 2019
BUY
N/A
51 Added 0.18%
28,669 $1.53 Million
Q3 2018

Nov 13, 2018
BUY
N/A
389 Added 1.38%
28,618 $1.54 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-8,332 Reduced 22.79%
28,229 $1.55 Million
Q1 2018

Apr 16, 2018
BUY
N/A
5,114 Added 16.26%
36,561 $2.01 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-58,442 Reduced 65.02%
31,447 $1.75 Million
Q4 2017

Feb 16, 2018
BUY
N/A
57,836 Added 180.44%
89,889 $4.98 Million
Q3 2017

Nov 20, 2017
BUY
N/A
1,186 Added 3.84%
32,053 $1.77 Million
Q2 2017

Aug 16, 2017
BUY
N/A
30,867
30,867 $1.7 Million

Others Institutions Holding SCHP

# of Institutions
677
Shares Held
159M
Call Options Held
123K
Put Options Held
4.8K
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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