Summit Wealth Group, LLC Schwab Strategic Us Tips ETF Transaction History

Summit Wealth Group, LLC

$398 Million
Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 158,278 shares of SCHP stock, worth $4.24 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

158,278

Previous 156,295 1.27%

Holding current value

$4.24 Million

Previous $4.17 Million 2.28%

% of portfolio

1.07%

Previous 1.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$26.44 - $27.1 $52,430 - $53,739	1,983 Added 1.27%	158,278 $4.27 Million
Q2 2025 Aug 06, 2025	SELL	$26.18 - $26.93 $2.59 Million - $2.66 Million	-98,764 Reduced 38.72%	156,295 $4.17 Million
Q1 2025 May 02, 2025	SELL	$25.69 - $26.89 $515,726 - $539,816	-20,075 Reduced 7.3%	255,059 $6.86 Million
Q4 2024 Feb 04, 2025	BUY	$25.74 - $53.78 $3.7 Million - $7.73 Million	143,663 Added 109.27%	275,134 $7.11 Million
Q3 2024 Nov 08, 2024	BUY	$51.58 - $53.79 $604,517 - $630,418	11,720 Added 9.79%	131,471 $7.05 Million

Q2 2024 Jul 31, 2024	BUY	$51.1 - $52.24 $6.12 Million - $6.26 Million	119,751 New	119,751 $6.23 Million
Q2 2023 Jul 26, 2023	SELL	$52.18 - $54.02 $279 Million - $289 Million	-5,345,191 Reduced 98.07%	104,959 $5.5 Million
Q1 2023 May 10, 2023	BUY	$51.68 - $53.62 $282 Million - $292 Million	5,450,150 New	5,450,150 $102,000
Q1 2021 May 11, 2021	SELL	$60.52 - $62.31 $3.47 Million - $3.57 Million	-57,342 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$60.73 - $62.08 $3.48 Million - $3.56 Million	57,342 New	57,342 $3.56 Million

Others Institutions Holding SCHP

# of Institutions

761

Shares Held

385M

Call Options Held

4.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

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Summit Wealth Group, LLC Schwab Strategic Us Tips ETF Transaction History