Western Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Western Wealth Management, LLC holds 35,409 shares of SCHP stock, worth $926,653. This represents 0.11% of its overall portfolio holdings.

Number of Shares
35,409
Holding current value
$926,653
% of portfolio
0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$51.58 - $53.79 $1.83 Million - $1.9 Million
35,409 New
35,409 $1.9 Million
Q4 2023

Jan 31, 2024
SELL
$49.69 - $52.46 $250,686 - $264,660
-5,045 Reduced 13.5%
32,337 $1.69 Million
Q3 2023

Nov 07, 2023
BUY
$50.37 - $52.48 $55,709 - $58,042
1,106 Added 3.05%
37,382 $1.89 Million
Q2 2023

Aug 30, 2023
SELL
$52.18 - $54.02 $40,282 - $41,703
-772 Reduced 2.08%
36,276 $1.9 Million
Q1 2023

Aug 30, 2023
BUY
$51.68 - $53.62 $421,657 - $437,485
8,159 Added 28.24%
37,048 $1.99 Million
Q4 2022

Feb 02, 2023
SELL
$51.47 - $53.83 $384,995 - $402,648
-7,480 Reduced 20.57%
28,889 $1.5 Million
Q3 2022

Nov 04, 2022
BUY
$51.8 - $57.88 $88,629 - $99,032
1,711 Added 4.94%
36,369 $1.91 Million
Q2 2022

Jul 18, 2022
BUY
$55.59 - $60.15 $290,290 - $314,103
5,222 Added 17.74%
34,658 $1.93 Million
Q1 2022

May 10, 2022
BUY
$59.94 - $62.99 $1.06 Million - $1.12 Million
17,750 Added 151.89%
29,436 $1.79 Million
Q4 2021

Feb 14, 2022
BUY
$62.25 - $63.89 $432,513 - $443,907
6,948 Added 146.64%
11,686 $733,000
Q2 2021

Aug 09, 2021
BUY
$61.03 - $62.53 $289,160 - $296,267
4,738 New
4,738 $297,000

Others Institutions Holding SCHP

# of Institutions
684
Shares Held
155M
Call Options Held
60.2K
Put Options Held
1.3K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email