Pensionmark Financial Group, LLC Schwab Strategic Us Tips ETF Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 12,831 shares of SCHP stock, worth $337,583. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,831
Previous 9,056 41.69%
Holding current value
$337,583
Previous $485,000 31.75%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 12, 2025
BUY
$25.74 - $53.78 $97,168 - $203,019
3,775 Added 41.69%
12,831 $331,000
Q3 2024

Nov 25, 2024
SELL
$51.58 - $53.79 $130,497 - $136,088
-2,530 Reduced 21.84%
9,056 $485,000
Q3 2024

Nov 14, 2024
SELL
$51.58 - $53.79 $365,186 - $380,833
-7,080 Reduced 37.93%
11,586 $621,000
Q2 2024

Aug 14, 2024
BUY
$51.1 - $52.24 $953,832 - $975,111
18,666 New
18,666 $970,000
Q3 2022

Nov 14, 2022
BUY
$51.8 - $57.88 $15,229 - $17,016
294 Added 2.64%
11,437 $592,000
Q2 2022

Aug 09, 2022
SELL
$55.59 - $60.15 $3,724 - $4,030
-67 Reduced 0.6%
11,143 $640,000
Q1 2022

May 12, 2022
SELL
$59.94 - $62.99 $9,530 - $10,015
-159 Reduced 1.4%
11,210 $681,000
Q4 2021

Feb 11, 2022
BUY
$62.25 - $63.89 $497,937 - $511,056
7,999 Added 237.36%
11,369 $681,000
Q3 2021

Nov 12, 2021
SELL
$62.25 - $63.89 $8,154 - $8,369
-131 Reduced 3.74%
3,370 $211,000
Q2 2021

Aug 12, 2021
BUY
$61.03 - $62.53 $7,262 - $7,441
119 Added 3.52%
3,501 $219,000
Q1 2021

May 17, 2021
BUY
$60.52 - $62.31 $6,596 - $6,791
109 Added 3.33%
3,382 $210,000
Q4 2020

Feb 16, 2021
BUY
$60.73 - $62.08 $198,769 - $203,187
3,273 New
3,273 $203,000

Others Institutions Holding SCHP

# of Institutions
712
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
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