DWM Financial Group, Inc. SCHP Holdings History
DWM Financial Group, Inc.'s Schwab U.S. Tips ETF Holding Summary
As of 2020-12-31, DWM Financial Group, Inc. held 141,934.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $8.81 Mil. This investment constitutes 15.02% of their stock portfolio, and DWM Financial Group, Inc. now holds 0.04% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2019Q4. And since then DWM Financial Group, Inc. has made 1 purchases of SCHP, at an average price of $59.79, for a total of 207,560.00 shares. In addition, there have been 2 sales at an average price of $57.26 for 65,626.00 shares. Based on historical transaction data and SCHP's current price of $26.58, DWM Financial Group, Inc.'s estimated gain on his SCHP holdings is $-4.88 Mil, reflecting a -39.33% gain to date.
DWM Financial Group, Inc. SCHP ($26.58) Holding Chart
DWM Financial Group, Inc. SCHP ($26.58) 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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