Bessemer 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 | $32K | Buy |
+1,208
| New | +$32K | ﹤0.01% | 1434 |
|
2024
Q1 | – | Sell |
-800
| Closed | -$21K | – | 2183 |
|
2023
Q4 | $21K | Buy |
+800
| New | +$21K | ﹤0.01% | 1465 |
|
2021
Q4 | – | Sell |
-5,760
| Closed | -$180K | – | 1967 |
|
2021
Q3 | $180K | Buy |
5,760
+5,246
| +1,021% | +$164K | ﹤0.01% | 809 |
|
2021
Q2 | $16K | Buy |
+514
| New | +$16K | ﹤0.01% | 1269 |
|
2020
Q4 | – | Sell |
-686
| Closed | -$21K | – | 1560 |
|
2020
Q3 | $21K | Buy |
+686
| New | +$21K | ﹤0.01% | 1048 |
|
2018
Q3 | – | Sell |
-5,390
| Closed | -$148K | – | 1881 |
|
2018
Q2 | $148K | Sell |
5,390
-7,194
| -57% | -$198K | ﹤0.01% | 1033 |
|
2018
Q1 | $345K | Buy |
12,584
+7,194
| +133% | +$197K | ﹤0.01% | 890 |
|
2017
Q4 | $149K | Sell |
5,390
-5,430
| -50% | -$150K | ﹤0.01% | 1068 |
|
2017
Q3 | $299K | Hold |
10,820
| – | – | ﹤0.01% | 976 |
|
2017
Q2 | $298K | Hold |
10,820
| – | – | ﹤0.01% | 975 |
|
2017
Q1 | $300K | Hold |
10,820
| – | – | ﹤0.01% | 999 |
|
2016
Q4 | $297K | Buy |
+10,820
| New | +$297K | ﹤0.01% | 1006 |
|