Altiora Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2M Sell
495,039
-22,416
-4% -$598K 2.58% 9
2025
Q1
$13.9M Buy
517,455
+12
+0% +$323 2.96% 8
2024
Q4
$13.4M Buy
517,443
+7,361
+1% +$190K 2.91% 8
2024
Q3
$13.7M Sell
510,082
-9,416
-2% -$252K 3.02% 7
2024
Q2
$13.5M Buy
519,498
+185,368
+55% +$4.82M 3.24% 9
2024
Q1
$8.71M Sell
334,130
-170
-0.1% -$4.43K 2.37% 10
2023
Q4
$8.73M Buy
334,300
+321,566
+2,525% +$8.39M 2.53% 9
2023
Q3
$321K Sell
12,734
-76,642
-86% -$1.93M 0.15% 48
2023
Q2
$2.34M Buy
89,376
+892
+1% +$23.4K 1.03% 16
2023
Q1
$2.37M Hold
88,484
1.09% 16
2022
Q4
$2.29M Buy
+88,484
New +$2.29M 1.14% 16