Westover Capital Advisors, LLC SCHP Holdings History
Westover Capital Advisors, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, Westover Capital Advisors, LLC held 365,695.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $9.83 Mil. This investment constitutes 2.18% of their stock portfolio, and Westover Capital Advisors, LLC now holds 0.08% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2025Q1. And since then Westover Capital Advisors, LLC has made 1 purchases of SCHP, at an average price of $26.29, for a total of 365,695.00 shares. Based on historical transaction data and SCHP's current price of $26.58, Westover Capital Advisors, LLC's estimated gain on his SCHP holdings is $106,051.55, reflecting a 1.10% gain to date.
Westover Capital Advisors, LLC SCHP ($26.58) Holding Chart
Westover Capital Advisors, LLC SCHP ($26.58) 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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