AF
Advisornet Financial’s Schwab US TIPS ETF SCHP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $194K | Sell |
7,276
-16,820
| -70% | -$449K | 0.01% | 575 |
|
2025
Q1 | $648K | Sell |
24,096
-3,364
| -12% | -$90.5K | 0.05% | 300 |
|
2024
Q4 | $709K | Buy |
27,460
+6,265
| +30% | -$386K | 0.06% | 246 |
|
2024
Q3 | $1.14M | Sell |
21,195
-177
| -0.8% | -$9.49K | 0.08% | 215 |
|
2024
Q2 | $1.11M | Sell |
21,372
-2,615
| -11% | -$136K | 0.1% | 194 |
|
2024
Q1 | $1.25M | Sell |
23,987
-16,547
| -41% | -$863K | 0.12% | 179 |
|
2023
Q4 | $2.12M | Sell |
40,534
-18,116
| -31% | -$946K | 0.2% | 121 |
|
2023
Q3 | $2.96M | Buy |
58,650
+2,903
| +5% | +$147K | 0.27% | 93 |
|
2023
Q2 | $2.92M | Buy |
55,747
+1,912
| +4% | +$100K | 0.25% | 98 |
|
2023
Q1 | $2.89M | Buy |
53,835
+1,948
| +4% | +$104K | 0.26% | 93 |
|
2022
Q4 | $2.69M | Sell |
51,887
-7,609
| -13% | -$394K | 0.26% | 89 |
|
2022
Q3 | $3.08M | Sell |
59,496
-3,953
| -6% | -$205K | 0.31% | 83 |
|
2022
Q2 | $3.54M | Buy |
63,449
+3,172
| +5% | +$177K | 0.35% | 76 |
|
2022
Q1 | $3.66M | Sell |
60,277
-17,090
| -22% | -$1.04M | 0.23% | 102 |
|
2021
Q4 | $4.87M | Buy |
77,367
+17,901
| +30% | +$1.13M | 0.3% | 77 |
|
2021
Q3 | $3.72M | Buy |
59,466
+572
| +1% | +$35.8K | 0.26% | 88 |
|
2021
Q2 | $3.68M | Buy |
58,894
+4,530
| +8% | +$283K | 0.24% | 97 |
|
2021
Q1 | $3.33M | Buy |
54,364
+14,093
| +35% | +$862K | 0.24% | 99 |
|
2020
Q4 | $2.5M | Buy |
40,271
+8,733
| +28% | +$542K | 0.2% | 110 |
|
2020
Q3 | $1.94M | Buy |
31,538
+5,091
| +19% | +$314K | 0.17% | 135 |
|
2020
Q2 | $1.59M | Buy |
26,447
+4,877
| +23% | +$293K | 0.13% | 160 |
|
2020
Q1 | $1.24M | Sell |
21,570
-286
| -1% | -$16.4K | 0.11% | 162 |
|
2019
Q4 | $1.24M | Buy |
21,856
+1,929
| +10% | +$109K | 0.11% | 181 |
|
2019
Q3 | $1.13M | Buy |
19,927
+4
| +0% | +$227 | 0.1% | 189 |
|
2019
Q2 | $1.12M | Sell |
19,923
-5,788
| -23% | -$326K | 0.12% | 168 |
|
2019
Q1 | $1.41M | Buy |
25,711
+823
| +3% | +$45.3K | 0.17% | 128 |
|
2018
Q4 | $1.33M | Buy |
24,888
+4,699
| +23% | +$250K | 0.18% | 118 |
|
2018
Q3 | $1.09M | Buy |
20,189
+1,580
| +8% | +$85.2K | 0.14% | 148 |
|
2018
Q2 | $1.02M | Buy |
18,609
+781
| +4% | +$42.9K | 0.14% | 141 |
|
2018
Q1 | $978K | Buy |
17,828
+3,797
| +27% | +$208K | 0.14% | 137 |
|
2017
Q4 | $778K | Buy |
+14,031
| New | +$778K | 0.12% | 158 |
|