Mps Loria Financial Planners, LLC Schwab Strategic Us Tips ETF Transaction History

Mps Loria Financial Planners, LLC

  • $338 Million
  • Q4 2024

A detailed history of Mps Loria Financial Planners, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 160,336 shares of SCHP stock, worth $4.26 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
160,336
Previous 78,433 104.42%
Holding current value
$4.26 Million
Previous $4.21 Million 1.55%
% of portfolio
1.23%
Previous 1.27%

Shares

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

Jan 14, 2025
BUY
$25.74 - $53.78 $2.11 Million - $4.4 Million
81,903 Added 104.42%
160,336 $4.14 Million
Q3 2024

Oct 21, 2024
BUY
$51.58 - $53.79 $97,279 - $101,447
1,886 Added 2.46%
78,433 $4.21 Million
Q2 2024

Jul 10, 2024
BUY
$51.1 - $52.24 $246,608 - $252,110
4,826 Added 6.73%
76,547 $3.98 Million
Q1 2024

Apr 17, 2024
BUY
$51.32 - $52.45 $3.68 Million - $3.76 Million
71,721 New
71,721 $3.74 Million

Others Institutions Holding SCHP

# of Institutions
713
Shares Held
285M
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 Mps Loria Financial Planners, LLC Portfolio

Follow Mps Loria Financial Planners, LLC 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 Mps Loria Financial Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mps Loria Financial Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email