Betterment LLC’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 | $1.09M | Buy |
40,946
+3,510
| +9% | +$93.6K | ﹤0.01% | 271 |
|
2025
Q1 | $1.01M | Sell |
37,436
-1,557
| -4% | -$41.9K | ﹤0.01% | 254 |
|
2024
Q4 | $1.01M | Buy |
38,993
+119
| +0.3% | +$3.07K | ﹤0.01% | 250 |
|
2024
Q3 | $1.04M | Buy |
38,874
+472
| +1% | +$12.7K | ﹤0.01% | 233 |
|
2024
Q2 | $999K | Buy |
38,402
+318
| +0.8% | +$8.27K | ﹤0.01% | 218 |
|
2024
Q1 | $993K | Buy |
38,084
+400
| +1% | +$10.4K | ﹤0.01% | 203 |
|
2023
Q4 | $984K | Sell |
37,684
-4,990
| -12% | -$130K | ﹤0.01% | 183 |
|
2023
Q3 | $1.08M | Sell |
42,674
-6,712
| -14% | -$169K | ﹤0.01% | 155 |
|
2023
Q2 | $1.3M | Sell |
49,386
-3,626
| -7% | -$95.1K | ﹤0.01% | 133 |
|
2023
Q1 | $1.42M | Sell |
53,012
-4,178
| -7% | -$112K | ﹤0.01% | 133 |
|
2022
Q4 | $1.48M | Buy |
57,190
+11,076
| +24% | +$287K | 0.01% | 132 |
|
2022
Q3 | $1.29M | Hold |
46,114
| – | – | ﹤0.01% | 131 |
|
2022
Q2 | $1.29M | Sell |
46,114
-8,586
| -16% | -$240K | ﹤0.01% | 131 |
|
2022
Q1 | $1.66M | Buy |
54,700
+5,114
| +10% | +$155K | 0.01% | 120 |
|
2021
Q4 | $1.56M | Sell |
49,586
-1,922
| -4% | -$60.4K | ﹤0.01% | 119 |
|
2021
Q3 | $1.61M | Buy |
51,508
+1,790
| +4% | +$56K | 0.01% | 117 |
|
2021
Q2 | $1.55M | Buy |
49,718
+22
| +0% | +$688 | 0.01% | 109 |
|
2021
Q1 | $1.52M | Buy |
+49,696
| New | +$1.52M | 0.01% | 90 |
|