SRH ADVISORS, LLC SCHP Holdings History

Number of Shares
20,838.00
Current Holdings Value*
$560,330.00
% of Portfolio
0.17%
Total Estimate Gain
$-772,719.91
% of Total Estimate Gain
-30.72%

SRH ADVISORS, LLC's Schwab U.S. Tips ETF Holding Summary

As of 2025-03-31, SRH ADVISORS, LLC held 20,838.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $560,330.00. This investment constitutes 0.17% of their stock portfolio, and SRH ADVISORS, LLC now holds 0% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.

The initial trade took place in 2015Q4. And since then SRH ADVISORS, LLC has made 10 purchases of SCHP, at an average price of $46.10, for a total of 54,573.00 shares. In addition, there have been 11 sales at an average price of $35.29 for 33,735.00 shares. Based on historical transaction data and SCHP's current price of $26.51, SRH ADVISORS, LLC's estimated gain on his SCHP holdings is $-772,719.91, reflecting a -30.72% gain to date.

SRH ADVISORS, LLC SCHP ($26.51) Holding Chart

SRH ADVISORS, LLC SCHP ($26.51) 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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