Joseph Group Capital Management Schwab Strategic Us Tips ETF Transaction History

Joseph Group Capital Management

  • $225 Million
  • Q4 2024

A detailed history of Joseph Group Capital Management transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Joseph Group Capital Management holds 904,277 shares of SCHP stock, worth $24.1 Million. This represents 10.38% of its overall portfolio holdings.

Number of Shares
904,277
Previous 503,163 79.72%
Holding current value
$24.1 Million
Previous $27 Million 13.44%
% of portfolio
10.38%
Previous 11.61%

Shares

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

Feb 12, 2025
BUY
$25.74 - $53.78 $10.3 Million - $21.6 Million
401,114 Added 79.72%
904,277 $23.4 Million
Q3 2024

Nov 07, 2024
BUY
$51.58 - $53.79 $282,606 - $294,715
5,479 Added 1.1%
503,163 $27 Million
Q2 2024

Aug 12, 2024
BUY
$51.1 - $52.24 $761,492 - $778,480
14,902 Added 3.09%
497,684 $25.9 Million
Q1 2024

May 13, 2024
BUY
$51.32 - $52.45 $2.73 Million - $2.79 Million
53,287 Added 12.41%
482,782 $25.2 Million
Q4 2023

Feb 13, 2024
BUY
$49.69 - $52.46 $394,687 - $416,689
7,943 Added 1.88%
429,495 $22.4 Million
Q3 2023

Nov 13, 2023
BUY
$50.37 - $52.48 $7.55 Million - $7.86 Million
149,863 Added 55.16%
421,552 $21.3 Million
Q2 2023

Aug 10, 2023
BUY
$52.18 - $54.02 $172,037 - $178,103
3,297 Added 1.23%
271,689 $14.2 Million
Q1 2023

May 04, 2023
BUY
$51.68 - $53.62 $1.75 Million - $1.81 Million
33,778 Added 14.4%
268,392 $14.4 Million
Q4 2022

Feb 09, 2023
SELL
$51.47 - $53.83 $104,329 - $109,113
-2,027 Reduced 0.86%
234,614 $12.2 Million
Q3 2022

Nov 09, 2022
BUY
$51.8 - $57.88 $476,456 - $532,380
9,198 Added 4.04%
236,641 $12.3 Million
Q2 2022

Aug 10, 2022
BUY
$55.59 - $60.15 $876,320 - $948,204
15,764 Added 7.45%
227,443 $12.7 Million
Q1 2022

May 11, 2022
SELL
$59.94 - $62.99 $2.48 Million - $2.6 Million
-41,296 Reduced 16.32%
211,679 $12.9 Million
Q4 2021

Feb 11, 2022
BUY
$62.25 - $63.89 $15.7 Million - $16.1 Million
252,471 Added 50093.45%
252,975 $15.9 Million
Q4 2021

Feb 10, 2022
BUY
$62.25 - $63.89 $31,374 - $32,200
504 New
504 $15.9 Million

Others Institutions Holding SCHP

# of Institutions
718
Shares Held
286M
Call Options Held
110K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Joseph Group Capital Management Portfolio

Follow Joseph Group Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joseph Group Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Joseph Group Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email