Willow Creek Wealth Management Inc. SCHP Holdings History
Willow Creek Wealth Management Inc.'s Schwab U.S. Tips ETF Holding Summary
As of 2025-06-30, Willow Creek Wealth Management Inc. held 1.44 Mil shares of Schwab U.S. Tips ETF(SCHP), totaling $38.41 Mil. This investment constitutes 3.45% of their stock portfolio, and Willow Creek Wealth Management Inc. now holds 0.29% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2020Q1. And since then Willow Creek Wealth Management Inc. has made 17 purchases of SCHP, at an average price of $34.15, for a total of 1.48 Mil shares. In addition, there have been 2 sales at an average price of $53.71 for 37,692.00 shares. Based on historical transaction data and SCHP's current price of $26.60, Willow Creek Wealth Management Inc.'s estimated gain on his SCHP holdings is $-10.13 Mil, reflecting a -20.07% gain to date.
Willow Creek Wealth Management Inc. SCHP ($26.60) Holding Chart
Willow Creek Wealth Management Inc. SCHP ($26.60) 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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