ALTFEST L J & CO INC SCHP Holdings History
ALTFEST L J & CO INC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, ALTFEST L J & CO INC held 1.43 Mil shares of Schwab U.S. Tips ETF(SCHP), totaling $38.56 Mil. This investment constitutes 4.83% of their stock portfolio, and ALTFEST L J & CO INC now holds 0.3% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2018Q2. And since then ALTFEST L J & CO INC has made 17 purchases of SCHP, at an average price of $34.56, for a total of 1.54 Mil shares. In addition, there have been 7 sales at an average price of $52.37 for 109,485.00 shares. Based on historical transaction data and SCHP's current price of $26.59, ALTFEST L J & CO INC's estimated gain on his SCHP holdings is $-9.47 Mil, reflecting a -17.76% gain to date.
ALTFEST L J & CO INC SCHP ($26.59) Holding Chart
ALTFEST L J & CO INC SCHP ($26.59) 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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