Williams Jones Wealth Management, Llc. Schwab Strategic Us Tips ETF Transaction History

Williams Jones Wealth Management, Llc.

  • $8.14 Billion
  • Q4 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 8,004 shares of SCHP stock, worth $212,426. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,004
Previous 4,002 100.0%
Holding current value
$212,426
Previous $214,000 3.74%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025
BUY
$25.74 - $53.78 $103,011 - $215,227
4,002 Added 100.0%
8,004 $206,000
Q2 2024

Aug 05, 2024
SELL
$51.1 - $52.24 $1,328 - $1,358
-26 Reduced 0.65%
4,002 $208,000
Q1 2024

May 07, 2024
BUY
$51.32 - $52.45 $2,566 - $2,622
50 Added 1.26%
4,028 $210,000
Q3 2023

Nov 14, 2023
BUY
$50.37 - $52.48 $200,371 - $208,765
3,978 New
3,978 $200,000

Others Institutions Holding SCHP

# of Institutions
716
Shares Held
286M
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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