Sensible Financial Planning & Management, LLC. SCHP Holdings History
Sensible Financial Planning & Management, LLC.'s Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, Sensible Financial Planning & Management, LLC. held 3.00 Mil shares of Schwab U.S. Tips ETF(SCHP), totaling $80.80 Mil. This investment constitutes 16.13% of their stock portfolio, and Sensible Financial Planning & Management, LLC. now holds 0.61% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2015Q4. And since then Sensible Financial Planning & Management, LLC. has made 26 purchases of SCHP, at an average price of $41.87, for a total of 3.15 Mil shares. In addition, there have been 3 sales at an average price of $41.91 for 146,790.00 shares. Based on historical transaction data and SCHP's current price of $26.62, Sensible Financial Planning & Management, LLC.'s estimated gain on his SCHP holdings is $-45.81 Mil, reflecting a -34.72% gain to date.
Sensible Financial Planning & Management, LLC. SCHP ($26.62) Holding Chart
Sensible Financial Planning & Management, LLC. SCHP ($26.62) 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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