A detailed history of Marotta Asset Management transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Marotta Asset Management holds 245,167 shares of SCHP stock, worth $6.33 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
245,167
Previous 231,849 5.74%
Holding current value
$6.33 Million
Previous $12.1 Million 9.04%
% of portfolio
2.59%
Previous 2.49%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$51.58 - $53.79 $686,942 - $716,375
13,318 Added 5.74%
245,167 $13.1 Million
Q2 2024

Jul 17, 2024

SELL
$51.1 - $52.24 $149,263 - $152,593
-2,921 Reduced 1.24%
231,849 $12.1 Million
Q1 2024

Apr 02, 2024

BUY
$51.32 - $52.45 $479,174 - $489,725
9,337 Added 4.14%
234,770 $12.2 Million
Q4 2023

Jan 03, 2024

SELL
$49.69 - $52.46 $247,158 - $260,936
-4,974 Reduced 2.16%
225,433 $11.8 Million
Q3 2023

Oct 11, 2023

BUY
$50.37 - $52.48 $534,576 - $556,970
10,613 Added 4.83%
230,407 $11.6 Million
Q2 2023

Jul 05, 2023

SELL
$52.18 - $54.02 $326,594 - $338,111
-6,259 Reduced 2.77%
219,794 $11.5 Million
Q4 2022

Jan 03, 2023

BUY
$51.47 - $53.83 $457,877 - $478,871
8,896 Added 4.1%
226,053 $0
Q3 2022

Oct 11, 2022

SELL
$51.8 - $57.88 $296,606 - $331,420
-5,726 Reduced 2.57%
217,157 $0
Q2 2022

Jul 21, 2022

SELL
$55.59 - $60.15 $229,975 - $248,840
-4,137 Reduced 1.82%
222,883 $0
Q1 2022

Apr 08, 2022

BUY
$59.94 - $62.99 $2,697 - $2,834
45 Added 0.02%
227,020 $0
Q4 2021

Jan 13, 2022

BUY
$62.25 - $63.89 $268,297 - $275,365
4,310 Added 1.94%
226,975 $0
Q3 2021

Oct 21, 2021

BUY
$62.25 - $63.89 $2,303 - $2,363
37 Added 0.02%
222,665 $0
Q2 2021

Jul 09, 2021

SELL
$61.03 - $62.53 $3.59 Million - $3.68 Million
-58,852 Reduced 20.91%
222,628 $0
Q1 2021

Apr 09, 2021

BUY
$60.52 - $62.31 $922,143 - $949,417
15,237 Added 5.72%
281,480 $0
Q4 2020

Jan 07, 2021

BUY
$60.73 - $62.08 $1.2 Million - $1.23 Million
19,745 Added 8.01%
266,243 $0
Q3 2020

Oct 06, 2020

BUY
$60.05 - $61.93 $1.75 Million - $1.8 Million
29,114 Added 13.39%
246,498 $0
Q2 2020

Jul 06, 2020

SELL
$57.69 - $60.12 $624,494 - $650,799
-10,825 Reduced 4.74%
217,384 $0
Q1 2020

Apr 02, 2020

SELL
$53.09 - $59.55 $1.36 Million - $1.53 Million
-25,689 Reduced 10.12%
228,209 $0
Q4 2019

Feb 04, 2020

BUY
$56.32 - $57.23 $14.3 Million - $14.5 Million
253,898 New
253,898 $0

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


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