THEORY FINANCIAL LLC SCHP Holdings History
THEORY FINANCIAL LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, THEORY FINANCIAL LLC held 247,507.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $6.66 Mil. This investment constitutes 2.81% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0.05% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2021Q4. And since then THEORY FINANCIAL LLC has made 4 purchases of SCHP, at an average price of $40.27, for a total of 588,885.00 shares. In addition, there have been 8 sales at an average price of $37.13 for 341,378.00 shares. Based on historical transaction data and SCHP's current price of $26.46, THEORY FINANCIAL LLC's estimated gain on his SCHP holdings is $-4.49 Mil, reflecting a -18.94% gain to date.
THEORY FINANCIAL LLC SCHP ($26.46) Holding Chart
THEORY FINANCIAL LLC 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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