Prentice Wealth Management LLC SCHP Holdings History
Prentice Wealth Management LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, Prentice Wealth Management LLC held 332,922.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $8.95 Mil. This investment constitutes 2.58% of their stock portfolio, and Prentice Wealth Management LLC now holds 0.07% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2021Q1. And since then Prentice Wealth Management LLC has made 1 purchases of SCHP, at an average price of $26.33, for a total of 333,327.00 shares. In addition, there have been 2 sales at an average price of $59.35 for 405.00 shares. Based on historical transaction data and SCHP's current price of $26.60, Prentice Wealth Management LLC's estimated gain on his SCHP holdings is $102,509.22, reflecting a 1.17% gain to date.
Prentice Wealth Management LLC SCHP ($26.60) Holding Chart
Prentice Wealth Management LLC SCHP ($26.60) 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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