Brightwater Advisory’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 | $9.76M | Buy |
365,984
+16,033
| +5% | +$428K | 7.02% | 2 |
|
|
2025
Q1 | $9.41M | Buy |
349,951
+3,161
| +0.9% | +$85K | 7.44% | 2 |
|
|
2024
Q4 | $8.96M | Buy |
346,790
+11,784
| +4% | +$304K | 7.02% | 2 |
|
|
2024
Q3 | $8.98M | Buy |
335,006
+27,732
| +9% | +$744K | 6.61% | 2 |
|
|
2024
Q2 | $7.99M | Buy |
307,274
+71,798
| +30% | +$1.87M | 6.17% | 2 |
|
|
2024
Q1 | $6.14M | Buy |
235,476
+17,934
| +8% | +$468K | 4.93% | 5 |
|
|
2023
Q4 | $5.68M | Buy |
+217,542
| New | +$5.68M | 4.79% | 6 |
|