EQ WEALTH ADVISORS, LLC SCHP Holdings History
EQ WEALTH ADVISORS, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, EQ WEALTH ADVISORS, LLC held 351,866.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $9.46 Mil. This investment constitutes 7.54% of their stock portfolio, and EQ WEALTH ADVISORS, LLC now holds 0.07% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2024Q4. And since then EQ WEALTH ADVISORS, LLC has made 1 purchases of SCHP, at an average price of $26.27, for a total of 351,866.00 shares. Based on historical transaction data and SCHP's current price of $26.58, EQ WEALTH ADVISORS, LLC's estimated gain on his SCHP holdings is $108,159.52, reflecting a 1.17% gain to date.
EQ WEALTH ADVISORS, LLC SCHP ($26.58) Holding Chart
EQ WEALTH ADVISORS, LLC 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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