Wagner Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Wagner Wealth Management, LLC

  • $295 Million
  • Q4 2024

A detailed history of Wagner Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 301 shares of SCHP stock, worth $7,859. This represents 0.0% of its overall portfolio holdings.

Number of Shares
301
Previous 112 168.75%
Holding current value
$7,859
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 28, 2025
BUY
$25.74 - $53.78 $4,864 - $10,164
189 Added 168.75%
301 $7,000
Q3 2024

Oct 10, 2024
BUY
$51.58 - $53.79 $567 - $591
11 Added 10.89%
112 $6,000
Q2 2024

Jul 18, 2024
BUY
$51.1 - $52.24 $919 - $940
18 Added 21.69%
101 $5,000
Q1 2024

Apr 23, 2024
SELL
$51.32 - $52.45 $667 - $681
-13 Reduced 13.54%
83 $4,000
Q4 2023

Jan 19, 2024
BUY
$49.69 - $52.46 $795 - $839
16 Added 20.0%
96 $5,000
Q3 2023

Oct 18, 2023
BUY
$50.37 - $52.48 $1,561 - $1,626
31 Added 63.27%
80 $4,000
Q2 2023

Jul 28, 2023
BUY
$52.18 - $54.02 $834 - $864
16 Added 48.48%
49 $2,000
Q1 2023

May 17, 2023
BUY
$51.68 - $53.62 $206 - $214
4 Added 13.79%
33 $1,000
Q4 2022

Feb 14, 2023
SELL
$51.47 - $53.83 $1,183 - $1,238
-23 Reduced 44.23%
29 $1,000
Q2 2022

Aug 11, 2022
SELL
$55.59 - $60.15 $2,779 - $3,007
-50 Reduced 49.02%
52 $3,000
Q1 2022

May 16, 2022
BUY
$59.94 - $62.99 $4,315 - $4,535
72 Added 240.0%
102 $6,000
Q2 2021

Aug 13, 2021
SELL
$61.03 - $62.53 $30,515 - $31,265
-500 Reduced 94.34%
30 $2,000
Q4 2020

Feb 09, 2021
BUY
$60.73 - $62.08 $32,186 - $32,902
530 New
530 $33,000
Q1 2018

May 10, 2018
SELL
N/A
-184 Closed
0 $0
Q4 2017

Feb 22, 2018
BUY
N/A
184
184 $10,000

Others Institutions Holding SCHP

# of Institutions
686
Shares Held
243M
Call Options Held
60.2K
Put Options Held
1.3K
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 Wagner Wealth Management, LLC Portfolio

Follow Wagner Wealth Management, 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 Wagner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email