Ballast Advisors’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
Q2 | $164K | Buy |
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|
2025
Q1 | $149K | Sell |
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|
2024
Q4 | $144K | Buy |
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|
2024
Q3 | $138K | Sell |
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|
2024
Q2 | $134K | Buy |
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|
2024
Q1 | $130K | Sell |
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $149K | Buy |
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|
2023
Q2 | $150K | Buy |
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|
2023
Q1 | $142K | Sell |
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|
2022
Q4 | $138K | Buy |
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|
2022
Q3 | $134K | Buy |
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|
2022
Q2 | $128K | Buy |
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|
2022
Q1 | $129K | Buy |
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|
2021
Q4 | $128K | Buy |
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|
2021
Q3 | $116K | Buy |
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|
2021
Q2 | $95K | Buy |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | $66K | Buy |
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|
2020
Q3 | $3K | Buy |
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