BIA
Bigelow Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
39,861
+2,647
| +7% | +$70.6K | 0.47% | 61 |
|
|
2025
Q1 | $1M | Buy |
37,214
+535
| +1% | +$14.4K | 0.48% | 62 |
|
|
2024
Q4 | $947K | Buy |
36,679
+16,995
| +86% | +$439K | 0.44% | 65 |
|
|
2024
Q3 | $1.06M | Sell |
19,684
-1,389
| -7% | -$74.5K | 0.47% | 64 |
|
|
2024
Q2 | $1.1M | Sell |
21,073
-1,147
| -5% | -$59.7K | 0.52% | 56 |
|
|
2024
Q1 | $1.16M | Sell |
22,220
-1,024
| -4% | -$53.4K | 0.57% | 52 |
|
|
2023
Q4 | $1.21M | Sell |
23,244
-4,451
| -16% | -$232K | 0.66% | 46 |
|
|
2023
Q3 | $1.4M | Sell |
27,695
-61
| -0.2% | -$3.08K | 0.8% | 38 |
|
|
2023
Q2 | $1.46M | Buy |
+27,756
| New | +$1.46M | 0.8% | 37 |
|
|
2023
Q1 | – | Sell |
-26,426
| Closed | -$1.37M | – | 36 |
|
|
2022
Q4 | $1.37M | Sell |
26,426
-5,332
| -17% | -$276K | 0.79% | 39 |
|
|
2022
Q3 | $1.65M | Buy |
31,758
+1,139
| +4% | +$59K | 0.98% | 24 |
|
|
2022
Q2 | $1.71M | Buy |
30,619
+810
| +3% | +$45.2K | 0.94% | 28 |
|
|
2022
Q1 | $1.81M | Buy |
29,809
+6,651
| +29% | +$404K | 0.85% | 33 |
|
|
2021
Q4 | $1.46M | Buy |
23,158
+2,204
| +11% | +$139K | 0.66% | 41 |
|
|
2021
Q3 | $1.31M | Buy |
20,954
+4,364
| +26% | +$273K | 0.65% | 40 |
|
|
2021
Q2 | $1.04M | Hold |
16,590
| – | – | 0.5% | 53 |
|
|
2021
Q1 | $1.02M | Buy |
16,590
+1,135
| +7% | +$69.4K | 0.51% | 53 |
|
|
2020
Q4 | $959K | Buy |
15,455
+851
| +6% | +$52.8K | 0.51% | 53 |
|
|
2020
Q3 | $900K | Buy |
14,604
+2,466
| +20% | +$152K | 0.53% | 50 |
|
|
2020
Q2 | $729K | Buy |
12,138
+177
| +1% | +$10.6K | 0.47% | 59 |
|
|
2020
Q1 | $688K | Buy |
11,961
+1,971
| +20% | +$113K | 0.52% | 52 |
|
|
2019
Q4 | $566K | Sell |
9,990
-880
| -8% | -$49.9K | 0.33% | 86 |
|
|
2019
Q3 | $617K | Sell |
10,870
-4,279
| -28% | -$243K | 0.39% | 77 |
|
|
2019
Q2 | $853K | Buy |
15,149
+1,669
| +12% | +$94K | 0.57% | 54 |
|
|
2019
Q1 | $741K | Buy |
13,480
+141
| +1% | +$7.75K | 0.51% | 60 |
|
|
2018
Q4 | $710K | Buy |
13,339
+40
| +0.3% | +$2.13K | 0.53% | 53 |
|
|
2018
Q3 | $718K | Sell |
13,299
-4
| -0% | -$216 | 0.48% | 60 |
|
|
2018
Q2 | $730K | Buy |
13,303
+311
| +2% | +$17.1K | 0.5% | 61 |
|
|
2018
Q1 | $713K | Buy |
12,992
+854
| +7% | +$46.9K | 0.48% | 59 |
|
|
2017
Q4 | $673K | Buy |
+12,138
| New | +$673K | 0.67% | 41 |
|