Ancora Advisors’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 | $144K | Buy |
5,400
+944
| +21% | +$25.2K | ﹤0.01% | 785 |
|
|
2025
Q1 | $120K | Buy |
4,456
+26
| +0.6% | +$699 | ﹤0.01% | 808 |
|
|
2024
Q4 | $114K | Hold |
4,430
| – | – | ﹤0.01% | 815 |
|
|
2024
Q3 | $119K | Hold |
4,430
| – | – | ﹤0.01% | 774 |
|
|
2024
Q2 | $115K | Buy |
+4,430
| New | +$115K | ﹤0.01% | 755 |
|
|
2022
Q3 | – | Sell |
-1,828
| Closed | -$51K | – | 2099 |
|
|
2022
Q2 | $51K | Buy |
1,828
+1,598
| +695% | +$44.6K | ﹤0.01% | 1115 |
|
|
2022
Q1 | $7K | Sell |
230
-510
| -69% | -$15.5K | ﹤0.01% | 1819 |
|
|
2021
Q4 | $23K | Hold |
740
| – | – | ﹤0.01% | 1526 |
|
|
2021
Q3 | $23K | Buy |
740
+64
| +9% | +$1.99K | ﹤0.01% | 1416 |
|
|
2021
Q2 | $21K | Sell |
676
-44
| -6% | -$1.37K | ﹤0.01% | 1322 |
|
|
2021
Q1 | $22K | Buy |
720
+168
| +30% | +$5.13K | ﹤0.01% | 1250 |
|
|
2020
Q4 | $17K | Hold |
552
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q3 | $17K | Buy |
+552
| New | +$17K | ﹤0.01% | 1022 |
|
|
2018
Q4 | – | Sell |
-3,910
| Closed | -$105K | – | 1083 |
|
|
2018
Q3 | $105K | Buy |
+3,910
| New | +$105K | ﹤0.01% | 744 |
|
|
2017
Q1 | – | Sell |
-178
| Closed | -$5K | – | 1001 |
|
|
2016
Q4 | $5K | Buy |
+178
| New | +$5K | ﹤0.01% | 1120 |
|