Blue Bell Private Wealth Management’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 | $4.91K | Sell |
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|
2025
Q2 | $35K | Hold |
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|
2025
Q1 | $35.2K | Buy |
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|
2024
Q4 | $29.1K | Hold |
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|
2024
Q3 | $30.2K | Hold |
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|
2024
Q2 | $29.3K | Buy |
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|
2024
Q1 | $23.6K | Hold |
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|
2023
Q4 | $23.6K | Sell |
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|
2023
Q3 | $31.8K | Hold |
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|
2023
Q2 | $33K | Sell |
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|
2023
Q1 | $35.4K | Sell |
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|
2022
Q4 | $34.4K | Hold |
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|
2022
Q3 | $34K | Sell |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $43K | Sell |
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|
2021
Q4 | $50K | Sell |
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|
2021
Q3 | $54K | Sell |
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|
2021
Q2 | $54K | Sell |
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|
2021
Q1 | $59K | Buy |
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|
2020
Q4 | $60K | Hold |
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|
2020
Q3 | $59K | Hold |
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|
2020
Q2 | $60K | Hold |
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|
2020
Q1 | $55K | Hold |
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|
2019
Q4 | $54K | Hold |
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|
2019
Q3 | $54K | Hold |
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|
2019
Q2 | $54K | Buy |
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|
2019
Q1 | $50K | Hold |
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|
2018
Q4 | $48K | Sell |
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|
2018
Q3 | $119K | Sell |
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|
2018
Q2 | $148K | Buy |
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|
2018
Q1 | $134K | Hold |
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|
2017
Q4 | $136K | Sell |
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|
2017
Q3 | $139K | Buy |
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|
2017
Q2 | $116K | Sell |
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|
2017
Q1 | $120K | Sell |
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|
2016
Q4 | $122K | Hold |
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|
2016
Q3 | $127K | Sell |
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|
2016
Q2 | $313K | Hold |
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|
2016
Q1 | $308K | Hold |
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|
2015
Q4 | $294K | Sell |
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|
2015
Q3 | $338K | Hold |
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|
2015
Q2 | $341K | Sell |
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|
2015
Q1 | $346K | Hold |
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|
2014
Q4 | $342K | Sell |
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|
2014
Q3 | $360K | Buy |
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|
2014
Q2 | $348K | Buy |
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|
2014
Q1 | $307K | Buy |
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|
2013
Q4 | $299K | Sell |
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|
2013
Q3 | $363K | Sell |
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|
2013
Q2 | $389K | Buy |
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