ACP
Aviance Capital Partners’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
159,619
+4,674
| +3% | +$125K | 0.56% | 40 |
|
|
2025
Q1 | $4.17M | Buy |
154,945
+14,616
| +10% | +$393K | 0.59% | 39 |
|
|
2024
Q4 | $3.62M | Buy |
140,329
+68,394
| +95% | +$1.77M | 0.5% | 43 |
|
|
2024
Q3 | $3.86M | Sell |
71,935
-4,745
| -6% | -$254K | 0.51% | 44 |
|
|
2024
Q2 | $3.99M | Sell |
76,680
-3,538
| -4% | -$184K | 0.57% | 44 |
|
|
2024
Q1 | $4.18M | Buy |
80,218
+311
| +0.4% | +$16.2K | 0.62% | 41 |
|
|
2023
Q4 | $4.17M | Sell |
79,907
-9,113
| -10% | -$476K | 0.89% | 29 |
|
|
2023
Q3 | $4.49M | Sell |
89,020
-5,472
| -6% | -$276K | 1.01% | 27 |
|
|
2023
Q2 | $4.95M | Sell |
94,492
-1,126
| -1% | -$59K | 1.05% | 23 |
|
|
2023
Q1 | $5.13M | Sell |
95,618
-4,697
| -5% | -$252K | 1.14% | 21 |
|
|
2022
Q4 | $5.2M | Sell |
100,315
-4,778
| -5% | -$247K | 1.21% | 18 |
|
|
2022
Q3 | $5.44M | Sell |
105,093
-4,411
| -4% | -$228K | 1.35% | 8 |
|
|
2022
Q2 | $6.11M | Sell |
109,504
-6,734
| -6% | -$376K | 1.36% | 7 |
|
|
2022
Q1 | $7.06M | Buy |
116,238
+1,583
| +1% | +$96.1K | 1.3% | 9 |
|
|
2021
Q4 | $7.21M | Sell |
114,655
-761
| -0.7% | -$47.9K | 1.2% | 17 |
|
|
2021
Q3 | $7.22M | Buy |
115,416
+26,702
| +30% | +$1.67M | 1.28% | 14 |
|
|
2021
Q2 | $5.55M | Buy |
88,714
+14,590
| +20% | +$912K | 0.97% | 25 |
|
|
2021
Q1 | $4.53M | Buy |
74,124
+14,436
| +24% | +$883K | 0.88% | 29 |
|
|
2020
Q4 | $3.71M | Buy |
59,688
+8,875
| +17% | +$551K | 0.75% | 32 |
|
|
2020
Q3 | $3.13M | Buy |
50,813
+11,294
| +29% | +$696K | 0.71% | 36 |
|
|
2020
Q2 | $2.37M | Buy |
39,519
+8,279
| +27% | +$497K | 0.59% | 41 |
|
|
2020
Q1 | $1.8M | Buy |
31,240
+6,248
| +25% | +$359K | 0.57% | 41 |
|
|
2019
Q4 | $1.42M | Buy |
+24,992
| New | +$1.42M | 0.36% | 82 |
|