Number of Shares
193,927.00
Current Holdings Value*
$5.21 Mil
% of Portfolio
1.99%
Total Estimate Gain
$-2.03 Mil
% of Total Estimate Gain
-28.23%

Hoxton Planning & Management, LLC's Schwab U.S. Tips ETF Holding Summary

As of 2025-03-31, Hoxton Planning & Management, LLC held 193,927.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $5.21 Mil. This investment constitutes 1.99% of their stock portfolio, and Hoxton Planning & Management, LLC now holds 0.04% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.

The initial trade took place in 2023Q4. And since then Hoxton Planning & Management, LLC has made 5 purchases of SCHP, at an average price of $37.11, for a total of 193,927.00 shares. Based on historical transaction data and SCHP's current price of $26.63, Hoxton Planning & Management, LLC's estimated gain on his SCHP holdings is $-2.03 Mil, reflecting a -28.23% gain to date.

Hoxton Planning & Management, LLC SCHP ($26.63) Holding Chart

Hoxton Planning & Management, LLC SCHP ($26.63) 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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