M Wealth Management, LLC SCHP Holdings History
M Wealth Management, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, M Wealth Management, LLC held 192,703.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $5.18 Mil. This investment constitutes 4.83% of their stock portfolio, and M Wealth Management, LLC now holds 0.04% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $26.29 for 4,900.00 shares. Based on historical transaction data and SCHP's current price of $26.55, M Wealth Management, LLC's estimated gain on his SCHP holdings is $54,054.84, reflecting a 1.04% gain to date.
M Wealth Management, LLC SCHP ($26.55) Holding Chart
M Wealth Management, LLC SCHP ($26.55) 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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