LifeGuide Financial Advisors, LLC SCHP Holdings History
LifeGuide Financial Advisors, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, LifeGuide Financial Advisors, LLC held 1.63 Mil shares of Schwab U.S. Tips ETF(SCHP), totaling $43.85 Mil. This investment constitutes 17.89% of their stock portfolio, and LifeGuide Financial Advisors, LLC now holds 0.33% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2022Q1. And since then LifeGuide Financial Advisors, LLC has made 11 purchases of SCHP, at an average price of $40.31, for a total of 1.65 Mil shares. In addition, there have been 2 sales at an average price of $51.25 for 21,180.00 shares. Based on historical transaction data and SCHP's current price of $26.54, LifeGuide Financial Advisors, LLC's estimated gain on his SCHP holdings is $-22.22 Mil, reflecting a -33.38% gain to date.
LifeGuide Financial Advisors, LLC SCHP ($26.54) Holding Chart
LifeGuide Financial Advisors, LLC SCHP ($26.54) 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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