Wealthspire Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Wealthspire Advisors, LLC

  • $7.49 Billion
  • Q1 2024

A detailed history of Wealthspire Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 181,954 shares of SCHP stock, worth $9.48 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
181,954
Previous 201,622 9.75%
Holding current value
$9.48 Million
Previous $10.5 Million 9.83%
% of portfolio
0.13%
Previous 0.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$51.32 - $52.45 $1.01 Million - $1.03 Million
-19,668 Reduced 9.75%
181,954 $9.49 Million
Q4 2023

Feb 06, 2024
SELL
$49.69 - $52.46 $2.83 Million - $2.98 Million
-56,890 Reduced 22.01%
201,622 $10.5 Million
Q3 2023

Nov 06, 2023
SELL
$50.37 - $52.48 $1.9 Million - $1.98 Million
-37,798 Reduced 12.76%
258,512 $13.1 Million
Q2 2023

Jul 31, 2023
BUY
$52.18 - $54.02 $65,277 - $67,579
1,251 Added 0.42%
296,310 $15.5 Million
Q1 2023

May 09, 2023
SELL
$51.68 - $53.62 $488,427 - $506,762
-9,451 Reduced 3.1%
295,059 $15.8 Million
Q4 2022

Feb 13, 2023
BUY
$51.7 - $53.83 $3.48 Million - $3.62 Million
67,236 Added 28.34%
304,510 $15.8 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-11,850 Reduced 4.76%
237,274 $12.3 Million
Q2 2022

Aug 09, 2022
BUY
N/A
75,617 Added 43.58%
249,124 $13.9 Million
Q1 2022

May 09, 2022
BUY
N/A
19,211 Added 12.45%
173,507 $10.5 Million
Q4 2021

Feb 14, 2022
BUY
N/A
10,983 Added 7.66%
154,296 $9.7 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-3,095 Reduced 2.11%
143,313 $8.97 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-20,279 Reduced 12.17%
146,408 $9.15 Million
Q1 2021

May 17, 2021
SELL
N/A
-13,896 Reduced 7.7%
166,687 $10.2 Million
Q4 2020

Feb 16, 2021
BUY
N/A
180,583 New
180,583 $11.2 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-106,743 Closed
0 $0
Q1 2020

May 12, 2020
BUY
N/A
106,743 New
106,743 $6.14 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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