High Note Wealth, LLC SCHP Holdings History
High Note Wealth, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, High Note Wealth, LLC held 71,745.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $1.93 Mil. This investment constitutes 0.48% of their stock portfolio, and High Note Wealth, LLC now holds 0.01% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2020Q4. And since then High Note Wealth, LLC has made 7 purchases of SCHP, at an average price of $54.42, for a total of 211,626.00 shares. In addition, there have been 10 sales at an average price of $43.03 for 139,881.00 shares. Based on historical transaction data and SCHP's current price of $26.47, High Note Wealth, LLC's estimated gain on his SCHP holdings is $-3.60 Mil, reflecting a -31.24% gain to date.
High Note Wealth, LLC SCHP ($26.47) Holding Chart
High Note Wealth, LLC SCHP ($26.47) 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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