Arkadios 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 | $290K | Sell |
10,855
-94
| -0.9% | -$2.51K | 0.01% | 1047 |
|
|
2025
Q1 | $294K | Sell |
10,949
-1,458
| -12% | -$39.2K | 0.01% | 911 |
|
|
2024
Q4 | $320K | Sell |
12,407
-13,753
| -53% | -$355K | 0.02% | 700 |
|
|
2024
Q3 | $701K | Sell |
26,160
-6,062
| -19% | -$163K | 0.04% | 421 |
|
|
2024
Q2 | $838K | Buy |
32,222
+1,212
| +4% | +$31.5K | 0.06% | 321 |
|
|
2024
Q1 | $809K | Buy |
31,010
+3,360
| +12% | +$87.6K | 0.06% | 280 |
|
|
2023
Q4 | $722K | Buy |
27,650
+1,100
| +4% | +$28.7K | 0.06% | 286 |
|
|
2023
Q3 | $670K | Buy |
+26,550
| New | +$670K | 0.06% | 275 |
|
|
2022
Q1 | – | Sell |
-30,418
| Closed | -$956K | – | 621 |
|
|
2021
Q4 | $956K | Buy |
30,418
+28,568
| +1,544% | +$898K | 0.13% | 189 |
|
|
2021
Q3 | $57K | Hold |
1,850
| – | – | 0.01% | 837 |
|
|
2021
Q2 | $57K | Hold |
1,850
| – | – | 0.01% | 884 |
|
|
2021
Q1 | $56K | Hold |
1,850
| – | – | 0.01% | 662 |
|
|
2020
Q4 | $57K | Buy |
+1,850
| New | +$57K | 0.01% | 530 |
|