Berger Financial Group’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 | $215K | Hold |
8,061
| – | – | 0.01% | 391 |
|
|
2025
Q1 | $217K | Sell |
8,061
-303
| -4% | -$8.15K | 0.02% | 391 |
|
|
2024
Q4 | $216K | Buy |
8,364
+310
| +4% | +$8.01K | 0.01% | 388 |
|
|
2024
Q3 | $216K | Hold |
8,054
| – | – | 0.02% | 371 |
|
|
2024
Q2 | $209K | Sell |
8,054
-7,754
| -49% | -$202K | 0.02% | 351 |
|
|
2024
Q1 | $412K | Buy |
15,808
+6,838
| +76% | +$178K | 0.03% | 232 |
|
|
2023
Q4 | $234K | Sell |
8,970
-2,094
| -19% | -$54.7K | 0.02% | 276 |
|
|
2023
Q3 | $279K | Buy |
+11,064
| New | +$279K | 0.03% | 218 |
|
|
2023
Q1 | – | Sell |
-8,104
| Closed | -$210K | – | 282 |
|
|
2022
Q4 | $210K | Sell |
8,104
-2,922
| -27% | -$75.7K | 0.03% | 246 |
|
|
2022
Q3 | $286K | Hold |
11,026
| – | – | 0.04% | 189 |
|
|
2022
Q2 | $308K | Hold |
11,026
| – | – | 0.05% | 183 |
|
|
2022
Q1 | $335K | Buy |
11,026
+728
| +7% | +$22.1K | 0.04% | 189 |
|
|
2021
Q4 | $324K | Buy |
10,298
+1,746
| +20% | +$54.9K | 0.04% | 199 |
|
|
2021
Q3 | $268K | Sell |
8,552
-60
| -0.7% | -$1.88K | 0.05% | 173 |
|
|
2021
Q2 | $269K | Sell |
8,612
-244
| -3% | -$7.62K | 0.05% | 172 |
|
|
2021
Q1 | $271K | Sell |
8,856
-60,286
| -87% | -$1.84M | 0.06% | 155 |
|
|
2020
Q4 | $2.15M | Buy |
+69,142
| New | +$2.15M | 0.37% | 77 |
|