Atria Wealth Solutions’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 | $469K | Sell |
17,627
-10,722
| -38% | -$286K | 0.01% | 947 |
|
|
2025
Q1 | $762K | Sell |
28,349
-56,152
| -66% | -$1.51M | 0.01% | 981 |
|
|
2024
Q4 | $2.18M | Buy |
84,501
+52,733
| +166% | +$1.36M | 0.02% | 609 |
|
|
2024
Q3 | $852K | Buy |
31,768
+9,424
| +42% | +$253K | 0.01% | 971 |
|
|
2024
Q2 | $581K | Sell |
22,344
-11,690
| -34% | -$304K | 0.01% | 1156 |
|
|
2024
Q1 | $888K | Buy |
34,034
+906
| +3% | +$23.6K | 0.01% | 959 |
|
|
2023
Q4 | $865K | Sell |
33,128
-1,810
| -5% | -$47.2K | 0.01% | 927 |
|
|
2023
Q3 | $882K | Sell |
34,938
-14,628
| -30% | -$369K | 0.01% | 868 |
|
|
2023
Q2 | $1.3M | Sell |
49,566
-7,034
| -12% | -$184K | 0.02% | 731 |
|
|
2023
Q1 | $1.52M | Sell |
56,600
-18,134
| -24% | -$486K | 0.02% | 641 |
|
|
2022
Q4 | $1.94M | Sell |
74,734
-21,864
| -23% | -$566K | 0.03% | 524 |
|
|
2022
Q3 | $2.5M | Buy |
96,598
+17,250
| +22% | +$447K | 0.04% | 401 |
|
|
2022
Q2 | $2.21M | Sell |
79,348
-94,476
| -54% | -$2.64M | 0.04% | 393 |
|
|
2022
Q1 | $5.28M | Buy |
+173,824
| New | +$5.28M | 0.09% | 238 |
|