United Capital Financial Advisers, LLC Schwab Strategic Us Tips ETF Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 8,660 shares of SCHP stock, worth $228,883. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,660
Previous 4,103 111.07%
Holding current value
$228,883
Previous $220,000 1.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
BUY
$25.74 - $53.78 $117,297 - $245,075
4,557 Added 111.07%
8,660 $223,000
Q3 2024

Nov 12, 2024
SELL
$51.58 - $53.79 $26,047 - $27,163
-505 Reduced 10.96%
4,103 $220,000
Q2 2024

Aug 14, 2024
SELL
$51.1 - $52.24 $49,004 - $50,098
-959 Reduced 17.23%
4,608 $239,000
Q1 2024

May 15, 2024
SELL
$51.32 - $52.45 $282,413 - $288,632
-5,503 Reduced 49.71%
5,567 $290,000
Q4 2023

Feb 14, 2024
SELL
$49.69 - $52.46 $125,964 - $132,986
-2,535 Reduced 18.63%
11,070 $577,000
Q3 2023

Nov 14, 2023
SELL
$50.37 - $52.48 $225,153 - $234,585
-4,470 Reduced 24.73%
13,605 $686,000
Q2 2023

Aug 14, 2023
SELL
$52.18 - $54.02 $397,872 - $411,902
-7,625 Reduced 29.67%
18,075 $947,000
Q1 2023

Aug 14, 2023
BUY
$51.68 - $53.62 $394,060 - $408,852
7,625 Added 42.19%
25,700 $1.38 Million
Q1 2023

May 15, 2023
SELL
$51.68 - $53.62 $191,422 - $198,608
-3,704 Reduced 12.6%
25,700 $1.38 Million
Q4 2022

Feb 14, 2023
SELL
$51.47 - $53.83 $787,130 - $823,222
-15,293 Reduced 34.21%
29,404 $1.52 Million
Q3 2022

Nov 14, 2022
SELL
$51.8 - $57.88 $681,947 - $761,990
-13,165 Reduced 22.75%
44,697 $2.32 Million
Q2 2022

Aug 11, 2022
SELL
$55.59 - $60.15 $792,880 - $857,919
-14,263 Reduced 19.78%
57,862 $3.23 Million
Q1 2022

May 16, 2022
SELL
$59.94 - $62.99 $821,118 - $862,900
-13,699 Reduced 15.96%
72,125 $4.38 Million
Q4 2021

Feb 14, 2022
SELL
$62.25 - $63.89 $230,387 - $236,456
-3,701 Reduced 4.13%
85,824 $5.4 Million
Q3 2021

Nov 15, 2021
SELL
$62.25 - $63.89 $967,053 - $992,531
-15,535 Reduced 14.79%
89,525 $5.6 Million
Q2 2021

Aug 13, 2021
SELL
$61.03 - $62.53 $171,616 - $175,834
-2,812 Reduced 2.61%
105,060 $6.57 Million
Q1 2021

May 14, 2021
SELL
$60.52 - $62.31 $229,128 - $235,905
-3,786 Reduced 3.39%
107,872 $6.6 Million
Q4 2020

Feb 17, 2021
SELL
$60.73 - $62.08 $220,510 - $225,412
-3,631 Reduced 3.15%
111,658 $6.93 Million
Q3 2020

Nov 13, 2020
BUY
$60.05 - $61.93 $143,999 - $148,508
2,398 Added 2.12%
115,289 $7.11 Million
Q2 2020

Aug 13, 2020
SELL
$57.69 - $60.12 $3.91 Million - $4.07 Million
-67,721 Reduced 37.5%
112,891 $6.78 Million
Q1 2020

May 15, 2020
SELL
$53.09 - $59.55 $96 Million - $108 Million
-1,807,860 Reduced 90.92%
180,612 $10.4 Million
Q4 2019

Feb 14, 2020
BUY
$56.32 - $57.23 $2.84 Million - $2.89 Million
50,438 Added 2.6%
1,988,472 $113 Million
Q3 2019

Nov 14, 2019
BUY
$56.24 - $57.07 $3.01 Million - $3.06 Million
53,540 Added 2.84%
1,938,034 $110 Million
Q2 2019

Aug 13, 2019
BUY
N/A
30,791 Added 1.66%
1,884,494 $106 Million
Q1 2019

May 14, 2019
BUY
N/A
44,167 Added 2.44%
1,853,703 $102 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-21,567 Reduced 1.18%
1,809,536 $96.4 Million
Q3 2018

Nov 14, 2018
BUY
N/A
89,076 Added 5.11%
1,831,103 $98.8 Million
Q2 2018

Aug 14, 2018
BUY
N/A
105,075 Added 6.42%
1,742,027 $95.7 Million
Q1 2018

May 15, 2018
BUY
N/A
87,791 Added 5.67%
1,636,952 $89.8 Million
Q4 2017

Feb 13, 2018
BUY
N/A
30,735 Added 2.02%
1,549,161 $85.9 Million
Q3 2017

Nov 14, 2017
BUY
N/A
62,195 Added 4.27%
1,518,426 $83.9 Million
Q2 2017

Aug 14, 2017
BUY
N/A
1,456,231
1,456,231 $80.2 Million

Others Institutions Holding SCHP

# of Institutions
726
Shares Held
309M
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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