ALM First Financial Advisors, LLC SCHP Holdings History
ALM First Financial Advisors, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, ALM First Financial Advisors, LLC held 475,034.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $12.77 Mil. This investment constitutes 2.92% of their stock portfolio, and ALM First Financial Advisors, LLC now holds 0.1% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2022Q4. And since then ALM First Financial Advisors, LLC has made 2 purchases of SCHP, at an average price of $40.07, for a total of 627,163.00 shares. In addition, there have been 1 sales at an average price of $52.82 for 152,129.00 shares. Based on historical transaction data and SCHP's current price of $26.51, ALM First Financial Advisors, LLC's estimated gain on his SCHP holdings is $-4.50 Mil, reflecting a -17.92% gain to date.
ALM First Financial Advisors, LLC SCHP ($26.51) Holding Chart
ALM First Financial Advisors, LLC SCHP ($26.51) 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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