Summit Financial Strategies, Inc. Schwab Strategic Us Tips ETF Transaction History

Summit Financial Strategies, Inc.

$836 Million
Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 94,683 shares of SCHP stock, worth $2.5 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

94,683

Previous 43,231 119.02%

Holding current value

$2.5 Million

Previous $2.32 Million 5.48%

% of portfolio

0.29%

Previous 0.28%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$25.74 - $53.78 $1.32 Million - $2.77 Million	51,452 Added 119.02%	94,683 $2.45 Million
Q3 2024 Oct 16, 2024	BUY	$51.58 - $53.79 $101,973 - $106,342	1,977 Added 4.79%	43,231 $2.32 Million
Q2 2024 Jul 19, 2024	BUY	$51.1 - $52.24 $174,353 - $178,242	3,412 Added 9.02%	41,254 $2.15 Million
Q1 2024 May 09, 2024	BUY	$51.32 - $52.45 $98,739 - $100,913	1,924 Added 5.36%	37,842 $1.97 Million
Q4 2023 Feb 13, 2024	BUY	$49.69 - $52.46 $1.5 Million - $1.59 Million	30,235 Added 532.03%	35,918 $1.87 Million
Q3 2023 Oct 24, 2023	BUY	$50.37 - $52.48 $40,799 - $42,508	810 Added 16.62%	5,683 $286,000
Q2 2023 Jul 21, 2023	BUY	$52.18 - $54.02 $25,150 - $26,037	482 Added 10.98%	4,873 $255,000
Q1 2023 Apr 21, 2023	BUY	$51.68 - $53.62 $226,926 - $235,445	4,391 New	4,391 $235,000
Q2 2022 Jul 25, 2022	SELL	$55.59 - $60.15 $13,841 - $14,977	-249 Reduced 5.87%	3,992 $223,000
Q1 2022 May 04, 2022	BUY	$59.94 - $62.99 $779 - $818	13 Added 0.31%	4,241 $257,000
Q4 2021 Feb 03, 2022	BUY	$62.25 - $63.89 $24,277 - $24,917	390 Added 10.16%	4,228 $266,000
Q3 2021 Nov 10, 2021	BUY	$62.25 - $63.89 $18,550 - $19,039	298 Added 8.42%	3,838 $240,000
Q2 2021 Aug 11, 2021	SELL	$61.03 - $62.53 $4,943 - $5,064	-81 Reduced 2.24%	3,540 $221,000
Q1 2021 May 11, 2021	BUY	$60.52 - $62.31 $219,142 - $225,624	3,621 New	3,621 $221,000

Others Institutions Holding SCHP

# of Institutions

726

Shares Held

309M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Summit Financial Strategies, Inc. Schwab Strategic Us Tips ETF Transaction History