Atomi 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
$533K Sell
19,989
-7,260
-27% -$194K 0.02% 560
2025
Q1
$733K Sell
27,249
-18,122
-40% -$487K 0.03% 389
2024
Q4
$1.17M Buy
45,371
+2,915
+7% +$75.3K 0.06% 235
2024
Q3
$1.14M Sell
42,456
-21,230
-33% -$569K 0.07% 217
2024
Q2
$1.66M Sell
63,686
-139,762
-69% -$3.63M 0.12% 137
2024
Q1
$5.31M Buy
203,448
+185,756
+1,050% +$4.84M 0.49% 39
2023
Q4
$462K Buy
+17,692
New +$462K 0.06% 291
2023
Q3
Sell
-7,958
Closed -$209K 372
2023
Q2
$209K Buy
+7,958
New +$209K 0.1% 245