Number of Shares
572,088.00
Current Holdings Value*
$15.38 Mil
% of Portfolio
2.84%
Total Estimate Gain
$-8.85 Mil
% of Total Estimate Gain
-35.44%

Asset Management Group, Inc.'s Schwab U.S. Tips ETF Holding Summary

As of 2025-03-31, Asset Management Group, Inc. held 572,088.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $15.38 Mil. This investment constitutes 2.84% of their stock portfolio, and Asset Management Group, Inc. now holds 0.12% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.

The initial trade took place in 2015Q4. And since then Asset Management Group, Inc. has made 21 purchases of SCHP, at an average price of $41.97, for a total of 595,014.00 shares. In addition, there have been 7 sales at an average price of $39.62 for 22,926.00 shares. Based on historical transaction data and SCHP's current price of $26.59, Asset Management Group, Inc.'s estimated gain on his SCHP holdings is $-8.85 Mil, reflecting a -35.44% gain to date.

Asset Management Group, Inc. SCHP ($26.59) Holding Chart

Asset Management Group, 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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