Hcr Wealth Advisors Schwab Strategic Us Tips ETF Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 8,402 shares of SCHP stock, worth $225,005. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,402

Previous 4,241 98.11%

Holding current value

$225,005

Previous $227,000 4.41%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$25.74 - $53.78 $107,104 - $223,778	4,161 Added 98.11%	8,402 $217,000
Q3 2024 Oct 10, 2024	SELL	$51.58 - $53.79 $5.9 Million - $6.15 Million	-114,399 Reduced 96.43%	4,241 $227,000
Q2 2024 Aug 06, 2024	BUY	$51.1 - $52.24 $111,755 - $114,248	2,187 Added 1.88%	118,640 $6.17 Million
Q1 2024 May 10, 2024	SELL	$51.32 - $52.45 $82,214 - $84,024	-1,602 Reduced 1.36%	116,453 $6.07 Million
Q4 2023 Feb 09, 2024	BUY	$49.69 - $52.46 $1.72 Million - $1.82 Million	34,689 Added 41.61%	118,055 $6.16 Million
Q3 2023 Oct 20, 2023	BUY	$50.37 - $52.48 $57,069 - $59,459	1,133 Added 1.38%	83,366 $4.21 Million
Q2 2023 Aug 09, 2023	BUY	$52.18 - $54.02 $94,445 - $97,776	1,810 Added 2.25%	82,233 $4.31 Million
Q1 2023 May 12, 2023	BUY	$51.68 - $53.62 $4.16 Million - $4.31 Million	80,423 New	80,423 $4.31 Million
Q1 2021 May 13, 2021	SELL	$60.52 - $62.31 $2,602 - $2,679	-43 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$60.73 - $62.08 $2,611 - $2,669	43 New	43 $3,000

Others Institutions Holding SCHP

# of Institutions

718

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 Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors Schwab Strategic Us Tips ETF Transaction History