Atria Investments’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.55M | Sell |
58,293
-140,557
| -71% | -$3.75M | 0.02% | 825 |
|
|
2025
Q4 | $5.27M | Buy |
198,850
+34,758
| +21% | +$932K | 0.06% | 362 |
|
|
2025
Q3 | $4.42M | Buy |
164,092
+13,240
| +9% | +$354K | 0.05% | 428 |
|
|
2025
Q2 | $4.02M | Buy |
150,852
+12,818
| +9% | +$339K | 0.05% | 451 |
|
|
2025
Q1 | $3.71M | Buy |
138,034
+14,064
| +11% | +$370K | 0.05% | 463 |
|
|
2024
Q4 | $3.2M | Sell |
123,970
-60,818
| -33% | -$1.6M | 0.04% | 504 |
|
|
2024
Q3 | $4.96M | Sell |
184,788
-3,722
| -2% | -$98.3K | 0.06% | 352 |
|
|
2024
Q2 | $4.9M | Buy |
188,510
+86,520
| +85% | +$2.24M | 0.06% | 336 |
|
|
2024
Q1 | $2.66M | Sell |
101,990
-7,338
| -7% | -$190K | 0.04% | 542 |
|
|
2023
Q4 | $2.85M | Sell |
109,328
-21,826
| -17% | -$555K | 0.04% | 468 |
|
|
2023
Q3 | $3.31M | Buy |
131,154
+1,690
| +1% | +$43.6K | 0.06% | 399 |
|
|
2023
Q2 | $3.39M | Sell |
129,464
-52,650
| -29% | -$1.4M | 0.06% | 377 |
|
|
2023
Q1 | $4.88M | Sell |
182,114
-58,448
| -24% | -$1.54M | 0.09% | 270 |
|
|
2022
Q4 | $6.23M | Buy |
240,562
+37,552
| +18% | +$982K | 0.13% | 207 |
|
|
2022
Q3 | $5.26M | Buy |
203,010
+26,690
| +15% | +$742K | 0.12% | 220 |
|
|
2022
Q2 | $4.92M | Buy |
176,320
+23,414
| +15% | +$680K | 0.1% | 234 |
|
|
2022
Q1 | $4.64M | Buy |
152,906
+17,290
| +13% | +$530K | 0.08% | 300 |
|
|
2021
Q4 | $4.26M | Buy |
135,616
+68,630
| +102% | +$2.16M | 0.08% | 327 |
|
|
2021
Q3 | $2.1M | Buy |
66,986
+19,364
| +41% | +$611K | 0.04% | 507 |
|
|
2021
Q2 | $1.49M | Buy |
47,622
+2,740
| +6% | +$84.9K | 0.03% | 621 |
|
|
2021
Q1 | $1.37M | Sell |
44,882
-235,936
| -84% | -$7.27M | 0.03% | 591 |
|
|
2020
Q4 | $8.72M | Sell |
280,818
-31,594
| -10% | -$970K | 0.21% | 119 |
|
|
2020
Q3 | $9.63M | Sell |
312,412
-18,140
| -5% | -$556K | 0.29% | 80 |
|
|
2020
Q2 | $9.92M | Buy |
+330,552
| New | +$9.79M | 0.34% | 67 |
|
|
2020
Q1 | – | Sell |
-65,330
| Closed | -$1.85M | – | 1076 |
|
|
2019
Q4 | $1.85M | Sell |
65,330
-580
| -0.9% | -$16.4K | 0.05% | 332 |
|
|
2019
Q3 | $1.87M | Buy |
65,910
+2,162
| +3% | +$61.3K | 0.07% | 248 |
|
|
2019
Q2 | $1.82M | Sell |
63,748
-2,112
| -3% | -$58.5K | 0.07% | 245 |
|
|
2019
Q1 | $1.81M | Buy |
65,860
+17,016
| +35% | +$459K | 0.08% | 226 |
|
|
2018
Q4 | $1.3M | Buy |
48,844
+4,290
| +10% | +$114K | 0.06% | 251 |
|
|
2018
Q3 | $1.2M | Buy |
44,554
+14,920
| +50% | +$406K | 0.05% | 350 |
|
|
2018
Q2 | $814K | Sell |
29,634
-13,996
| -32% | -$382K | 0.04% | 419 |
|
|
2018
Q1 | $1.2M | Sell |
43,630
-5,794
| -12% | -$158K | 0.06% | 313 |
|
|
2017
Q4 | $1.37M | Buy |
49,424
+5,026
| +11% | +$139K | 0.07% | 268 |
|
|
2017
Q3 | $1.23M | Sell |
44,398
-1,296
| -3% | -$35.9K | 0.07% | 266 |
|
|
2017
Q2 | $1.26M | Buy |
+45,694
| New | +$1.27M | 0.08% | 252 |
|
|
2013
Q4 | – | Sell |
-8,322
| Closed | -$225K | – | 464 |
|
|
2013
Q3 | $225K | Sell |
8,322
-4,206
| -34% | -$113K | 0.02% | 417 |
|
|
2013
Q2 | $337K | Buy |
+12,528
| New | +$356K | 0.04% | 265 |
|
Other funds holding SCHP
MERSOM
QCM
EW
