1620 INVESTMENT ADVISORS, INC. SCHP Holdings History
1620 INVESTMENT ADVISORS, INC.'s Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, 1620 INVESTMENT ADVISORS, INC. held 87,108.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $2.34 Mil. This investment constitutes 1.82% of their stock portfolio, and 1620 INVESTMENT ADVISORS, INC. now holds 0.02% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2024Q1. And since then 1620 INVESTMENT ADVISORS, INC. has made 5 purchases of SCHP, at an average price of $37.05, for a total of 87,108.00 shares. Based on historical transaction data and SCHP's current price of $26.60, 1620 INVESTMENT ADVISORS, INC.'s estimated gain on his SCHP holdings is $-910,625.08, reflecting a -28.21% gain to date.
1620 INVESTMENT ADVISORS, INC. SCHP ($26.60) Holding Chart
1620 INVESTMENT ADVISORS, INC. SCHP ($26.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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