SRS Capital Advisors, Inc. SCHP Holdings History
Arax Advisory Partners's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, Arax Advisory Partners held 1.55 Mil shares of Schwab U.S. Tips ETF(SCHP), totaling $41.60 Mil. This investment constitutes 2.67% of their stock portfolio, and Arax Advisory Partners now holds 0.32% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2018Q3. And since then Arax Advisory Partners has made 21 purchases of SCHP, at an average price of $36.51, for a total of 1.56 Mil shares. In addition, there have been 4 sales at an average price of $35.18 for 15,049.00 shares. Based on historical transaction data and SCHP's current price of $26.50, Arax Advisory Partners's estimated gain on his SCHP holdings is $-15.50 Mil, reflecting a -27.18% gain to date.
Arax Advisory Partners SCHP ($26.50) Holding Chart
Arax Advisory Partners SCHP ($26.50) 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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