KerberRose Wealth Management, LLC SCHP Holdings History
Number of Shares
91,565.00
Current Holdings Value*
$5.11 Mil
% of Portfolio
4.16%
Total Estimate Gain
$-2.84 Mil
% of Total Estimate Gain
-53.95%
KerberRose Wealth Management, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2022-06-30, KerberRose Wealth Management, LLC held 91,565.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $5.11 Mil. This investment constitutes 4.16% of their stock portfolio, and KerberRose Wealth Management, LLC now holds 0.03% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2022Q2. Based on historical transaction data and SCHP's current price of $26.50, KerberRose Wealth Management, LLC's estimated gain on his SCHP holdings is $-2.84 Mil, reflecting a -53.95% gain to date.
KerberRose Wealth Management, LLC SCHP ($26.50) Holding Chart
KerberRose Wealth Management, LLC SCHP ($26.50) 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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