Aletheian Wealth Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Aletheian Wealth Advisors LLC

$162 Million
Q4 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 67,506 shares of SCHP stock, worth $1.79 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

67,506

Previous 33,173 103.5%

Holding current value

$1.79 Million

Previous $1.78 Million 2.02%

% of portfolio

1.08%

Previous 1.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$25.74 - $53.78 $883,731 - $1.85 Million	34,333 Added 103.5%	67,506 $1.74 Million
Q3 2024 Oct 25, 2024	BUY	$51.58 - $53.79 $69,839 - $72,831	1,354 Added 4.26%	33,173 $1.78 Million
Q2 2024 Jul 26, 2024	BUY	$51.1 - $52.24 $32,704 - $33,433	640 Added 2.05%	31,819 $1.65 Million
Q1 2024 Apr 15, 2024	BUY	$51.32 - $52.45 $120,858 - $123,519	2,355 Added 8.17%	31,179 $1.63 Million
Q4 2023 Jan 05, 2024	BUY	$49.69 - $52.46 $280,500 - $296,136	5,645 Added 24.35%	28,824 $1.5 Million
Q3 2023 Oct 04, 2023	SELL	$50.37 - $52.48 $51,276 - $53,424	-1,018 Reduced 4.21%	23,179 $1.17 Million
Q2 2023 Jul 13, 2023	BUY	$52.18 - $54.02 $24,159 - $25,011	463 Added 1.95%	24,197 $1.27 Million
Q1 2023 May 11, 2023	SELL	$51.68 - $53.62 $2.37 Million - $2.46 Million	-45,823 Reduced 65.88%	23,734 $1.27 Million
Q4 2022 Jan 17, 2023	BUY	$51.47 - $53.83 $597,052 - $624,428	11,600 Added 20.01%	69,557 $0
Q3 2022 Oct 14, 2022	SELL	$51.8 - $57.88 $46,671 - $52,149	-901 Reduced 1.53%	57,957 $3 Million
Q2 2022 Jul 11, 2022	SELL	$55.59 - $60.15 $769,198 - $832,295	-13,837 Reduced 19.03%	58,858 $3.28 Million
Q1 2022 Apr 18, 2022	BUY	$59.94 - $62.99 $3.46 Million - $3.63 Million	57,674 Added 383.96%	72,695 $4.41 Million
Q4 2021 Apr 12, 2022	BUY	$62.25 - $63.89 $935,057 - $959,691	15,021 New	15,021 $945,000

Others Institutions Holding SCHP

# of Institutions

717

Shares Held

286M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.

Account

Aletheian Wealth Advisors LLC Schwab Strategic Us Tips ETF Transaction History