Avantax Planning Partners’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 | $4.18M | Buy |
156,858
+5,307
| +4% | +$142K | 0.13% | 94 |
|
|
2025
Q1 | $4.08M | Sell |
151,551
-7,839
| -5% | -$211K | 0.14% | 92 |
|
|
2024
Q4 | $4.12M | Buy |
159,390
+9,468
| +6% | +$245K | 0.15% | 88 |
|
|
2024
Q3 | $4.02M | Buy |
149,922
+908
| +0.6% | +$24.3K | 0.14% | 91 |
|
|
2024
Q2 | $3.88M | Buy |
149,014
+1,902
| +1% | +$49.5K | 0.12% | 95 |
|
|
2024
Q1 | $3.84M | Buy |
147,112
+69,638
| +90% | +$1.82M | 0.12% | 102 |
|
|
2023
Q4 | $2.02M | Buy |
77,474
+1,952
| +3% | +$50.9K | 0.08% | 108 |
|
|
2023
Q3 | $1.91M | Hold |
75,522
| – | – | 0.08% | 108 |
|
|
2023
Q2 | $1.98M | Sell |
75,522
-1,426
| -2% | -$37.4K | 0.08% | 108 |
|
|
2023
Q1 | $2.06M | Buy |
76,948
+322
| +0.4% | +$8.63K | 0.08% | 105 |
|
|
2022
Q4 | $1.98M | Buy |
76,626
+5,778
| +8% | +$150K | 0.08% | 105 |
|
|
2022
Q3 | $1.84M | Buy |
70,848
+474
| +0.7% | +$12.3K | 0.08% | 99 |
|
|
2022
Q2 | $1.96M | Hold |
70,374
| – | – | 0.08% | 102 |
|
|
2022
Q1 | $2.14M | Buy |
70,374
+1,736
| +3% | +$52.7K | 0.08% | 103 |
|
|
2021
Q4 | $2.16M | Buy |
+68,638
| New | +$2.16M | 0.09% | 96 |
|