Ameritas Advisory Services’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 | $329K | Sell |
12,340
-6,351
| -34% | -$169K | 0.02% | 605 |
|
2025
Q1 | $496K | Sell |
18,691
-892
| -5% | -$23.7K | 0.02% | 576 |
|
2024
Q4 | $506K | Buy |
19,583
+5,727
| +41% | +$148K | 0.02% | 590 |
|
2024
Q3 | $372K | Sell |
13,856
-5,756
| -29% | -$154K | 0.02% | 620 |
|
2024
Q2 | $510K | Buy |
19,612
+500
| +3% | +$13K | 0.02% | 577 |
|
2024
Q1 | $496K | Buy |
19,112
+3,838
| +25% | +$99.5K | 0.02% | 555 |
|
2023
Q4 | $397K | Buy |
15,274
+1,878
| +14% | +$48.8K | 0.02% | 483 |
|
2023
Q3 | $338K | Buy |
+13,396
| New | +$338K | 0.02% | 600 |
|
2023
Q2 | – | Sell |
-20,254
| Closed | -$543K | – | 2174 |
|
2023
Q1 | $543K | Sell |
20,254
-6,158
| -23% | -$165K | 0.03% | 462 |
|
2022
Q4 | $684K | Sell |
26,412
-6,552
| -20% | -$170K | 0.03% | 444 |
|
2022
Q3 | $854K | Sell |
32,964
-1,082
| -3% | -$28K | 0.05% | 313 |
|
2022
Q2 | $950K | Buy |
34,046
+13,240
| +64% | +$369K | 0.06% | 297 |
|
2022
Q1 | $632K | Buy |
20,806
+4,572
| +28% | +$139K | 0.02% | 444 |
|
2021
Q4 | $510K | Buy |
+16,234
| New | +$510K | 0.02% | 503 |
|