Braun-Bostich & Associates’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 | $1.66M | Buy |
62,390
+1,483
| +2% | +$39.6K | 1.14% | 27 |
|
|
2025
Q1 | $1.64M | Sell |
60,907
-2,390
| -4% | -$64.3K | 1.21% | 25 |
|
|
2024
Q4 | $1.63M | Sell |
63,297
-4,125
| -6% | -$107K | 1.18% | 23 |
|
|
2024
Q3 | $1.81M | Buy |
67,422
+5,540
| +9% | +$149K | 1.26% | 23 |
|
|
2024
Q2 | $1.61M | Buy |
61,882
+32,050
| +107% | +$833K | 1.2% | 25 |
|
|
2024
Q1 | $778K | Buy |
29,832
+11,992
| +67% | +$313K | 0.65% | 47 |
|
|
2023
Q4 | $466K | Buy |
+17,840
| New | +$466K | 0.42% | 60 |
|
|
2023
Q3 | – | Sell |
-16,072
| Closed | -$421K | – | 97 |
|
|
2023
Q2 | $421K | Buy |
16,072
+892
| +6% | +$23.4K | 0.9% | 42 |
|
|
2023
Q1 | $407K | Buy |
15,180
+808
| +6% | +$21.7K | 0.96% | 40 |
|
|
2022
Q4 | $372K | Sell |
14,372
-44
| -0.3% | -$1.14K | 1.07% | 34 |
|
|
2022
Q3 | $373K | Buy |
14,416
+2,944
| +26% | +$76.2K | 1.14% | 39 |
|
|
2022
Q2 | $320K | Buy |
+11,472
| New | +$320K | 0.83% | 44 |
|