Websterrogers Financial Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Websterrogers Financial Advisors, LLC

  • $288 Million
  • Q1 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 40,774 shares of SCHP stock, worth $1.08 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
40,774
Previous 40,010 1.91%
Holding current value
$1.08 Million
Previous $1.03 Million 5.61%
% of portfolio
0.38%
Previous 0.37%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$25.69 - $26.89 $19,627 - $20,543
764 Added 1.91%
40,774 $1.09 Million
Q4 2024

Jan 14, 2025
BUY
$25.74 - $53.78 $517,579 - $1.08 Million
20,108 Added 101.04%
40,010 $1.03 Million
Q3 2024

Oct 15, 2024
SELL
$51.58 - $53.79 $105,481 - $110,000
-2,045 Reduced 9.32%
19,902 $1.07 Million
Q2 2024

Jul 12, 2024
SELL
$51.1 - $52.24 $12,979 - $13,268
-254 Reduced 1.14%
21,947 $1.14 Million
Q1 2024

May 14, 2024
BUY
$51.32 - $52.45 $81,342 - $83,133
1,585 Added 7.69%
22,201 $1.16 Million
Q4 2023

Feb 14, 2024
SELL
$49.69 - $52.46 $49,292 - $52,040
-992 Reduced 4.59%
20,616 $1.08 Million
Q3 2023

Nov 01, 2023
BUY
$50.37 - $52.48 $78,224 - $81,501
1,553 Added 7.74%
21,608 $1.09 Million
Q2 2023

Jul 26, 2023
BUY
$52.18 - $54.02 $31,777 - $32,898
609 Added 3.13%
20,055 $1.05 Million
Q1 2023

May 03, 2023
SELL
$51.68 - $53.62 $71,990 - $74,692
-1,393 Reduced 6.68%
19,446 $1.04 Million
Q4 2022

Feb 06, 2023
SELL
$51.47 - $53.83 $152,865 - $159,875
-2,970 Reduced 12.47%
20,839 $1.08 Million
Q3 2022

Oct 26, 2022
BUY
$51.8 - $57.88 $197,565 - $220,754
3,814 Added 19.07%
23,809 $1.23 Million
Q2 2022

Jul 25, 2022
SELL
$55.59 - $60.15 $462,119 - $500,026
-8,313 Reduced 29.37%
19,995 $1.12 Million
Q1 2022

Apr 14, 2022
BUY
$59.94 - $62.99 $387,032 - $406,726
6,457 Added 29.55%
28,308 $1.7 Million
Q4 2021

Jan 24, 2022
BUY
$62.25 - $63.89 $55,527 - $56,989
892 Added 4.26%
21,851 $1.37 Million
Q3 2021

Oct 12, 2021
BUY
$62.25 - $63.89 $237,048 - $243,293
3,808 Added 22.2%
20,959 $1.31 Million
Q2 2021

Aug 05, 2021
BUY
$61.03 - $62.53 $182,723 - $187,214
2,994 Added 21.15%
17,151 $1.08 Million
Q1 2021

May 07, 2021
BUY
$60.52 - $62.31 $220,050 - $226,559
3,636 Added 34.56%
14,157 $866,000
Q4 2020

Feb 11, 2021
BUY
$60.73 - $62.08 $638,940 - $653,143
10,521 New
10,521 $653,000

Others Institutions Holding SCHP

# of Institutions
726
Shares Held
310M
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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