Congress Wealth Management LLC Schwab Strategic Us Tips ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 143,806 shares of SCHP stock, worth $3.85 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

143,806

Previous 108,586 32.44%

Holding current value

$3.85 Million

Previous $2.92 Million 31.41%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$26.18 - $26.93 $922,059 - $948,474	35,220 Added 32.44%	143,806 $3.84 Million
Q1 2025 May 14, 2025	SELL	$25.69 - $26.89 $125,829 - $131,707	-4,898 Reduced 4.32%	108,586 $2.92 Million
Q4 2024 Feb 11, 2025	BUY	$25.74 - $53.78 $1.31 Million - $2.74 Million	50,879 Added 81.27%	113,484 $2.93 Million
Q3 2024 Nov 12, 2024	BUY	$51.58 - $53.79 $189,350 - $197,463	3,671 Added 6.23%	62,605 $3.36 Million
Q2 2024 Aug 13, 2024	BUY	$51.1 - $52.24 $649,736 - $664,231	12,715 Added 27.51%	58,934 $3.07 Million

Q1 2024 Apr 18, 2024	SELL	$51.32 - $52.45 $28,328 - $28,952	-552 Reduced 1.18%	46,219 $2.41 Million
Q4 2023 Feb 09, 2024	SELL	$49.69 - $52.46 $17,441 - $18,413	-351 Reduced 0.74%	46,771 $2.44 Million
Q3 2023 Oct 30, 2023	SELL	$50.37 - $52.48 $415,048 - $432,435	-8,240 Reduced 14.88%	47,122 $2.38 Million
Q2 2023 Jul 13, 2023	SELL	$52.18 - $54.02 $92,462 - $95,723	-1,772 Reduced 3.1%	55,362 $2.9 Million
Q1 2023 Apr 14, 2023	BUY	$51.68 - $53.62 $65,375 - $67,829	1,265 Added 2.26%	57,134 $3.06 Million
Q4 2022 Feb 02, 2023	BUY	$51.47 - $53.83 $309,334 - $323,518	6,010 Added 12.05%	55,869 $2.89 Million
Q3 2022 Nov 08, 2022	BUY	$51.8 - $57.88 $2,745 - $3,067	53 Added 0.11%	49,859 $2.58 Million
Q2 2022 Aug 11, 2022	BUY	$55.59 - $60.15 $81,272 - $87,939	1,462 Added 3.02%	49,806 $2.78 Million
Q1 2022 May 16, 2022	SELL	$59.94 - $62.99 $572,427 - $601,554	-9,550 Reduced 16.5%	48,344 $2.94 Million
Q4 2021 Feb 04, 2022	BUY	$62.25 - $63.89 $3.6 Million - $3.7 Million	57,894 New	57,894 $3.64 Million

Others Institutions Holding SCHP

# of Institutions

760

Shares Held

385M

Call Options Held

4.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

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Congress Wealth Management LLC Schwab Strategic Us Tips ETF Transaction History