Mattern Wealth Management LLC Schwab Strategic Us Tips ETF Transaction History

Mattern Wealth Management LLC

  • $418 Million
  • Q1 2025

A detailed history of Mattern Wealth Management LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Mattern Wealth Management LLC holds 12,000 shares of SCHP stock, worth $316,920. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,000
Previous 17,428 31.15%
Holding current value
$316,920
Previous $450,000 28.44%
% of portfolio
0.08%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$25.69 - $26.89 $139,445 - $145,958
-5,428 Reduced 31.15%
12,000 $322,000
Q4 2024

Jan 22, 2025
BUY
$25.74 - $53.78 $224,298 - $468,638
8,714 Added 100.0%
17,428 $450,000
Q2 2024

Jul 17, 2024
BUY
$51.1 - $52.24 $511 - $522
10 Added 0.11%
8,714 $453,000
Q1 2024

May 13, 2024
SELL
$51.32 - $52.45 $313,052 - $319,945
-6,100 Reduced 41.21%
8,704 $454,000
Q4 2023

Feb 12, 2024
SELL
$49.69 - $52.46 $99,181 - $104,710
-1,996 Reduced 11.88%
14,804 $772,000
Q3 2023

Nov 01, 2023
SELL
$50.37 - $52.48 $8,159 - $8,501
-162 Reduced 0.96%
16,800 $848,000
Q4 2022

Feb 06, 2023
BUY
$51.47 - $53.83 $3,191 - $3,337
62 Added 0.37%
16,962 $878,000
Q1 2022

Apr 14, 2022
BUY
$59.94 - $62.99 $59,940 - $62,990
1,000 Added 6.29%
16,900 $1.03 Million
Q4 2021

Jan 27, 2022
BUY
$62.25 - $63.89 $989,775 - $1.02 Million
15,900 New
15,900 $1 Million

Others Institutions Holding SCHP

# of Institutions
728
Shares Held
310M
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
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