Archvest Wealth 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 | $1.49M | Buy |
55,935
+196
| +0.4% | +$5.23K | 1.3% | 20 |
|
|
2025
Q1 | $1.5M | Buy |
55,739
+2,434
| +5% | +$65.5K | 1.24% | 22 |
|
|
2024
Q4 | $1.38M | Buy |
53,305
+653
| +1% | +$16.9K | 1% | 22 |
|
|
2024
Q3 | $1.41M | Buy |
52,652
+4,758
| +10% | +$128K | 0.9% | 20 |
|
|
2024
Q2 | $1.24M | Buy |
47,894
+21,744
| +83% | +$561K | 0.82% | 23 |
|
|
2024
Q1 | $677K | Hold |
26,150
| – | – | 0.48% | 31 |
|
|
2023
Q4 | $683K | Buy |
+26,150
| New | +$683K | 0.51% | 30 |
|