MPS Loria Financial Planners, LLC SCHP Holdings History
MPS Loria Financial Planners, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, MPS Loria Financial Planners, LLC held 389,461.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $10.47 Mil. This investment constitutes 3.11% of their stock portfolio, and MPS Loria Financial Planners, LLC now holds 0.08% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2024Q1. And since then MPS Loria Financial Planners, LLC has made 5 purchases of SCHP, at an average price of $31.34, for a total of 389,461.00 shares. Based on historical transaction data and SCHP's current price of $26.70, MPS Loria Financial Planners, LLC's estimated gain on his SCHP holdings is $-1.81 Mil, reflecting a -14.81% gain to date.
MPS Loria Financial Planners, LLC SCHP ($26.70) Holding Chart
MPS Loria Financial Planners, LLC SCHP ($26.70) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
