Number of Shares
547,528.00
Current Holdings Value*
$14.72 Mil
% of Portfolio
7.46%
Total Estimate Gain
$114,959.68
% of Total Estimate Gain
0.80%

Grove Street Fiduciary, LLC's Schwab U.S. Tips ETF Holding Summary

As of 2025-03-31, Grove Street Fiduciary, LLC held 547,528.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $14.72 Mil. This investment constitutes 7.46% of their stock portfolio, and Grove Street Fiduciary, LLC now holds 0.11% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.

The initial trade took place in 2024Q4. And since then Grove Street Fiduciary, LLC has made 1 purchases of SCHP, at an average price of $26.27, for a total of 547,528.00 shares. Based on historical transaction data and SCHP's current price of $26.48, Grove Street Fiduciary, LLC's estimated gain on his SCHP holdings is $114,959.68, reflecting a 0.80% gain to date.

Grove Street Fiduciary, LLC SCHP ($26.48) Holding Chart

Grove Street Fiduciary, LLC SCHP ($26.48) 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 %

Top Ranked Articles

  • 1