Joseph Group Capital Management SCHP Holdings History
Joseph Group Capital Management's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, Joseph Group Capital Management held 919,554.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $24.73 Mil. This investment constitutes 9.45% of their stock portfolio, and Joseph Group Capital Management now holds 0.19% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2021Q4. And since then Joseph Group Capital Management has made 10 purchases of SCHP, at an average price of $41.89, for a total of 1.06 Mil shares. In addition, there have been 3 sales at an average price of $36.47 for 145,372.00 shares. Based on historical transaction data and SCHP's current price of $26.48, Joseph Group Capital Management's estimated gain on his SCHP holdings is $-14.96 Mil, reflecting a -33.53% gain to date.
Joseph Group Capital Management SCHP ($26.48) Holding Chart
Joseph Group Capital Management 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 % | |||
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