Resource Planning Group SCHP Holdings History
Resource Planning Group's Schwab U.S. Tips ETF Holding Summary
As of 2023-12-31, Resource Planning Group held 85,997.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $4.49 Mil. This investment constitutes 2.85% of their stock portfolio, and Resource Planning Group now holds 0.04% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2018Q3. And since then Resource Planning Group has made 11 purchases of SCHP, at an average price of $55.82, for a total of 302,871.00 shares. In addition, there have been 10 sales at an average price of $54.57 for 216,874.00 shares. Based on historical transaction data and SCHP's current price of $26.46, Resource Planning Group's estimated gain on his SCHP holdings is $-2.80 Mil, reflecting a -16.53% gain to date.
Resource Planning Group SCHP ($26.46) Holding Chart
Resource Planning Group SCHP ($26.46) 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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