Berger Financial Group’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
Q3 | $217K | Hold |
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|
2025
Q2 | $215K | Hold |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $216K | Buy |
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|
2024
Q3 | $216K | Hold |
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|
2024
Q2 | $209K | Sell |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $210K | Sell |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $271K | Sell |
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|
2020
Q4 | $2.15M | Buy |
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