Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $4.18M | Buy |
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|
2025
Q1 | $4.08M | Sell |
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|
2024
Q4 | $4.12M | Buy |
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|
2024
Q3 | $4.02M | Buy |
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|
2024
Q2 | $3.88M | Buy |
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|
2024
Q1 | $3.84M | Buy |
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|
2023
Q4 | $2.02M | Buy |
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|
2023
Q3 | $1.91M | Hold |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $1.96M | Hold |
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|
2022
Q1 | $2.14M | Buy |
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|
2021
Q4 | $2.16M | Buy |
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