BPA
Beacon Pointe Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
99,590
-13,447
| -12% | -$359K | 0.03% | 429 |
|
|
2025
Q1 | $3.04M | Sell |
113,037
-5,495
| -5% | -$148K | 0.03% | 380 |
|
|
2024
Q4 | $3.06M | Buy |
118,532
+54,574
| +85% | -$242K | 0.03% | 362 |
|
|
2024
Q3 | $3.43M | Sell |
63,958
-8,858
| -12% | -$475K | 0.04% | 363 |
|
|
2024
Q2 | $3.79M | Sell |
72,816
-3,311
| -4% | -$172K | 0.04% | 340 |
|
|
2024
Q1 | $3.97M | Buy |
76,127
+36,184
| +91% | +$1.89M | 0.04% | 349 |
|
|
2023
Q4 | $2.09M | Sell |
39,943
-13,100
| -25% | -$684K | 0.02% | 470 |
|
|
2023
Q3 | $2.68M | Buy |
53,043
+26,372
| +99% | +$1.33M | 0.03% | 402 |
|
|
2023
Q2 | $1.4M | Sell |
26,671
-49,622
| -65% | -$2.6M | 0.02% | 442 |
|
|
2023
Q1 | $4.09M | Buy |
76,293
+2,899
| +4% | +$155K | 0.07% | 250 |
|
|
2022
Q4 | $3.8M | Sell |
73,394
-25,894
| -26% | -$1.34M | 0.07% | 241 |
|
|
2022
Q3 | $5.15M | Sell |
99,288
-37,140
| -27% | -$1.93M | 0.12% | 168 |
|
|
2022
Q2 | $7.62M | Sell |
136,428
-336,536
| -71% | -$18.8M | 0.16% | 139 |
|
|
2022
Q1 | $28.7M | Sell |
472,964
-682,300
| -59% | -$41.4M | 0.39% | 58 |
|
|
2021
Q4 | $72.7M | Buy |
1,155,264
+99,548
| +9% | +$6.26M | 1.89% | 7 |
|
|
2021
Q3 | $66.1M | Buy |
1,055,716
+88,607
| +9% | +$5.55M | 1.63% | 7 |
|
|
2021
Q2 | $60.5M | Buy |
967,109
+203,561
| +27% | +$12.7M | 2.14% | 6 |
|
|
2021
Q1 | $46.7M | Buy |
763,548
+107,999
| +16% | +$6.61M | 2.87% | 6 |
|
|
2020
Q4 | $40.6M | Buy |
655,549
+230,264
| +54% | +$14.3M | 2.78% | 6 |
|
|
2020
Q3 | $26.2M | Buy |
+425,285
| New | +$26.2M | 2.53% | 7 |
|