Wr Wealth Planners, LLC Schwab Strategic Us Tips ETF Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 437 shares of SCHP stock, worth $11,493. This represents 0.0% of its overall portfolio holdings.

Number of Shares
437
Previous 230 90.0%
Holding current value
$11,493
Previous $12,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$25.74 - $53.78 $5,328 - $11,132
207 Added 90.0%
437 $11,000
Q3 2024

Oct 17, 2024
SELL
$51.58 - $53.79 $1,444 - $1,506
-28 Reduced 10.85%
230 $12,000
Q2 2024

Jul 31, 2024
SELL
$51.1 - $52.24 $408 - $417
-8 Reduced 3.01%
258 $13,000
Q1 2024

Jul 31, 2024
BUY
$51.32 - $52.45 $13,651 - $13,951
266 New
266 $13,000
Q3 2023

Aug 01, 2024
SELL
$50.37 - $52.48 $1,460 - $1,521
-29 Reduced 7.71%
347 $17.5 Million
Q2 2023

Aug 01, 2024
BUY
$52.18 - $54.02 $6,157 - $6,374
118 Added 45.74%
376 $19.7 Million
Q1 2023

Aug 01, 2024
BUY
$51.68 - $53.62 $6,408 - $6,648
124 Added 48.06%
382 $20.5 Million
Q4 2022

Oct 10, 2024
SELL
$51.47 - $53.83 $301,408 - $315,228
-5,856 Reduced 58.78%
4,107 $213 Million
Q3 2022

Oct 10, 2024
BUY
$51.8 - $57.88 $502,719 - $561,725
9,705 Added 3761.63%
9,963 $516 Million
Q2 2022

Oct 17, 2024
BUY
$55.59 - $60.15 $18,511 - $20,029
333 Added 3.23%
10,650 $594 Million
Q1 2022

Oct 17, 2024
BUY
$59.94 - $62.99 $604,614 - $635,380
10,087 Added 4385.65%
10,317 $626 Million

Others Institutions Holding SCHP

# of Institutions
709
Shares Held
277M
Call Options Held
114K
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
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