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

Bcgm Wealth Management, LLC

$272 Million
Q2 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 75,040 shares of SCHP stock, worth $1.98 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

75,040

Previous 70,569 6.34%

Holding current value

$1.98 Million

Previous $3.68 Million 6.03%

% of portfolio

1.44%

Previous 1.39%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$51.1 - $52.24 $228,468 - $233,565	4,471 Added 6.34%	75,040 $3.9 Million
Q1 2024 May 07, 2024	BUY	$51.32 - $52.45 $1.48 Million - $1.52 Million	28,889 Added 69.31%	70,569 $3.68 Million
Q4 2023 Feb 08, 2024	SELL	$49.69 - $52.46 $108,771 - $114,834	-2,189 Reduced 4.99%	41,680 $2.18 Million
Q3 2023 Nov 08, 2023	BUY	$50.37 - $52.48 $749,253 - $780,640	14,875 Added 51.3%	43,869 $2.21 Million
Q2 2023 Aug 07, 2023	BUY	$52.18 - $54.02 $165,097 - $170,919	3,164 Added 12.25%	28,994 $1.52 Million
Q1 2023 May 02, 2023	SELL	$51.68 - $53.62 $173,386 - $179,895	-3,355 Reduced 11.5%	25,830 $1.38 Million
Q4 2022 Feb 07, 2023	SELL	$51.47 - $53.83 $12,352 - $12,919	-240 Reduced 0.82%	29,185 $1.51 Million
Q3 2022 Nov 03, 2022	BUY	$51.8 - $57.88 $97,435 - $108,872	1,881 Added 6.83%	29,425 $1.53 Million
Q2 2022 Aug 01, 2022	SELL	$55.59 - $60.15 $1.21 Million - $1.31 Million	-21,847 Reduced 44.23%	27,544 $1.59 Million
Q1 2022 May 02, 2022	SELL	$59.94 - $62.99 $2.55 Million - $2.68 Million	-42,624 Reduced 46.32%	49,391 $0
Q4 2021 Feb 01, 2022	SELL	$62.25 - $63.89 $188,181 - $193,139	-3,023 Reduced 3.18%	92,015 $5.79 Million
Q3 2021 Nov 01, 2021	BUY	$62.25 - $63.89 $226,029 - $231,984	3,631 Added 3.97%	95,038 $5.99 Million
Q2 2021 Aug 02, 2021	BUY	$61.03 - $62.53 $588,573 - $603,039	9,644 Added 11.8%	91,407 $5.84 Million
Q1 2021 Apr 21, 2021	BUY	$60.52 - $62.31 $4.95 Million - $5.09 Million	81,763 New	81,763 $5.04 Million

Others Institutions Holding SCHP

# of Institutions

690

Shares Held

170M

Call Options Held

66.2K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Bcgm Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History