Bakala Capital’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 | $930K | Sell |
34,861
-1,705
| -5% | -$45.5K | 5.34% | 7 |
|
|
2025
Q1 | $983K | Buy |
36,566
+6,331
| +21% | +$170K | 5.64% | 7 |
|
|
2024
Q4 | $781K | Buy |
30,235
+249
| +0.8% | +$6.43K | 4.7% | 9 |
|
|
2024
Q3 | $804K | Buy |
29,986
+860
| +3% | +$23.1K | 5.35% | 7 |
|
|
2024
Q2 | $757K | Buy |
29,126
+5,220
| +22% | +$136K | 5.46% | 7 |
|
|
2024
Q1 | $623K | Buy |
23,906
+12,784
| +115% | +$333K | 5.36% | 8 |
|
|
2023
Q4 | $290K | Buy |
+11,122
| New | +$290K | 3.98% | 9 |
|