Belpointe Asset Management’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 | $1.16M | Sell |
43,594
-1,239
| -3% | -$33.1K | 0.05% | 312 |
|
|
2025
Q1 | $1.21M | Buy |
+44,833
| New | +$1.21M | 0.06% | 292 |
|
|
2023
Q2 | – | Sell |
-18,520
| Closed | -$496K | – | 2853 |
|
|
2023
Q1 | $496K | Sell |
18,520
-27,030
| -59% | -$725K | 0.03% | 573 |
|
|
2022
Q4 | $1.18M | Sell |
45,550
-32,620
| -42% | -$845K | 0.07% | 278 |
|
|
2022
Q3 | $2.03M | Sell |
78,170
-9,348
| -11% | -$242K | 0.14% | 153 |
|
|
2022
Q2 | $2.44M | Buy |
87,518
+11,340
| +15% | +$317K | 0.16% | 132 |
|
|
2022
Q1 | $2.31M | Sell |
76,178
-72,818
| -49% | -$2.21M | 0.14% | 147 |
|
|
2021
Q4 | $4.69M | Buy |
148,996
+21,558
| +17% | +$678K | 0.29% | 68 |
|
|
2021
Q3 | $3.99M | Buy |
127,438
+49,824
| +64% | +$1.56M | 0.27% | 72 |
|
|
2021
Q2 | $2.43M | Buy |
77,614
+62,132
| +401% | +$1.94M | 0.17% | 124 |
|
|
2021
Q1 | $473K | Sell |
15,482
-390
| -2% | -$11.9K | 0.04% | 458 |
|
|
2020
Q4 | $493K | Buy |
+15,872
| New | +$493K | 0.04% | 405 |
|