Evoke Wealth, LLC SCHP Holdings History
Evoke Wealth, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, Evoke Wealth, LLC held 5.56 Mil shares of Schwab U.S. Tips ETF(SCHP), totaling $149.46 Mil. This investment constitutes 3.9% of their stock portfolio, and Evoke Wealth, LLC now holds 1.15% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2022Q2. And since then Evoke Wealth, LLC has made 8 purchases of SCHP, at an average price of $42.94, for a total of 13.90 Mil shares. In addition, there have been 4 sales at an average price of $50.69 for 8.34 Mil shares. Based on historical transaction data and SCHP's current price of $26.68, Evoke Wealth, LLC's estimated gain on his SCHP holdings is $-25.77 Mil, reflecting a -4.32% gain to date.
Evoke Wealth, LLC SCHP ($26.68) Holding Chart
Evoke Wealth, LLC SCHP ($26.68) 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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