Number of Shares
785,475.00
Current Holdings Value*
$21.12 Mil
% of Portfolio
4.32%
Total Estimate Gain
$-12.68 Mil
% of Total Estimate Gain
-22.23%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Schwab U.S. Tips ETF Holding Summary

As of 2025-03-31, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 785,475.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $21.12 Mil. This investment constitutes 4.32% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 0.16% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.

The initial trade took place in 2018Q2. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 18 purchases of SCHP, at an average price of $46.30, for a total of 1.23 Mil shares. In addition, there have been 7 sales at an average price of $52.79 for 446,705.00 shares. Based on historical transaction data and SCHP's current price of $26.47, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his SCHP holdings is $-12.68 Mil, reflecting a -22.23% gain to date.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. SCHP ($26.47) Holding Chart

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. SCHP ($26.47) 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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