Mc Naughton Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Mc Naughton Wealth Management, LLC

$207 Million
Q4 2024

A detailed history of Mc Naughton Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 121,905 shares of SCHP stock, worth $3.26 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

121,905

Previous 59,851 103.68%

Holding current value

$3.26 Million

Previous $3.21 Million 1.9%

% of portfolio

1.52%

Previous 1.56%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$25.74 - $53.78 $1.6 Million - $3.34 Million	62,054 Added 103.68%	121,905 $3.15 Million
Q3 2024 Oct 04, 2024	BUY	$51.58 - $53.79 $53,488 - $55,780	1,037 Added 1.76%	59,851 $3.21 Million
Q2 2024 Jul 12, 2024	BUY	$51.1 - $52.24 $229,285 - $234,400	4,487 Added 8.26%	58,814 $3.06 Million
Q1 2024 Apr 12, 2024	BUY	$51.32 - $52.45 $153,446 - $156,825	2,990 Added 5.82%	54,327 $2.83 Million
Q4 2023 Jan 10, 2024	BUY	$49.69 - $52.46 $127,554 - $134,664	2,567 Added 5.26%	51,337 $2.68 Million
Q3 2023 Oct 05, 2023	BUY	$50.37 - $52.48 $1.36 Million - $1.41 Million	26,954 Added 123.55%	48,770 $2.46 Million
Q2 2023 Aug 08, 2023	BUY	$52.18 - $54.02 $1.14 Million - $1.18 Million	21,816 New	21,816 $1.14 Million

Others Institutions Holding SCHP

# of Institutions

718

Shares Held

308M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Mc Naughton Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History