Number of Shares
230,030.00
Current Holdings Value*
$13.96 Mil
% of Portfolio
8.66%
Total Estimate Gain
$-7.11 Mil
% of Total Estimate Gain
-45.89%

SVB Investment Services Inc.'s Schwab U.S. Tips ETF Holding Summary

As of 2022-03-31, SVB Investment Services Inc. held 230,030.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $13.96 Mil. This investment constitutes 8.66% of their stock portfolio, and SVB Investment Services Inc. now holds 0.08% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.

The initial trade took place in 2019Q4. And since then SVB Investment Services Inc. has made 5 purchases of SCHP, at an average price of $58.04, for a total of 266,983.00 shares. In addition, there have been 4 sales at an average price of $61.57 for 36,953.00 shares. Based on historical transaction data and SCHP's current price of $26.56, SVB Investment Services Inc.'s estimated gain on his SCHP holdings is $-7.11 Mil, reflecting a -45.89% gain to date.

SVB Investment Services Inc. SCHP ($26.56) Holding Chart

SVB Investment Services Inc. SCHP ($26.56) 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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