VCI Wealth Management LLC SCHP Holdings History
VCI Wealth Management LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, VCI Wealth Management LLC held 270,037.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $7.26 Mil. This investment constitutes 3.05% of their stock portfolio, and VCI Wealth Management LLC now holds 0.06% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2023Q4. And since then VCI Wealth Management LLC has made 4 purchases of SCHP, at an average price of $37.39, for a total of 280,206.00 shares. In addition, there have been 1 sales at an average price of $51.88 for 10,169.00 shares. Based on historical transaction data and SCHP's current price of $26.68, VCI Wealth Management LLC's estimated gain on his SCHP holdings is $-2.75 Mil, reflecting a -26.20% gain to date.
VCI Wealth Management LLC SCHP ($26.68) Holding Chart
VCI Wealth Management LLC SCHP ($26.68) 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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