FSA Investment Group, LLC SCHP Holdings History
Number of Shares
129,754.00
Current Holdings Value*
$3.49 Mil
% of Portfolio
2.97%
Total Estimate Gain
$40,687.21
% of Total Estimate Gain
1.19%
FSA Investment Group, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, FSA Investment Group, LLC held 129,754.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $3.49 Mil. This investment constitutes 2.97% of their stock portfolio, and FSA Investment Group, LLC now holds 0.03% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2024Q4. And since then FSA Investment Group, LLC has made 1 purchases of SCHP, at an average price of $26.27, for a total of 129,754.00 shares. Based on historical transaction data and SCHP's current price of $26.59, FSA Investment Group, LLC's estimated gain on his SCHP holdings is $40,687.21, reflecting a 1.19% gain to date.
FSA Investment Group, LLC SCHP ($26.59) Holding Chart
FSA Investment Group, LLC 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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