Buckingham Strategic Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Buckingham Strategic Wealth’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$916K	Sell	35,232 -1,602	-4%	-$41.4K	0.01%	344
2024 Q1	$961K	Buy	36,834 +2,544	+7%	+$66K	0.01%	343
2023 Q4	$895K	Sell	34,290 -15,402	-31%	-$392K	0.01%	339
2023 Q3	$1.25M	Sell	49,692 -11,822	-19%	-$305K	0.02%	266
2023 Q2	$1.61M	Sell	61,514 -688	-1%	-$18.2K	0.02%	237
2023 Q1	$1.61M	Hold	62,202	–	–	0.03%	207
2022 Q4	$1.61M	Buy	62,202 +10,704	+21%	+$280K	0.03%	208
2022 Q3	$1.33M	Buy	51,498 +906	+2%	+$25.2K	0.03%	222
2022 Q2	$1.41M	Sell	50,592 -16,536	-25%	-$480K	0.03%	220
2022 Q1	$2.04M	Sell	67,128 -166	-0.2%	-$5.09K	0.04%	178
2021 Q4	$2.12M	Buy	67,294 +266	+0.4%	+$8.38K	0.04%	172
2021 Q3	$2.1M	Buy	67,028 +8,038	+14%	+$254K	0.04%	167
2021 Q2	$1.84M	Buy	58,990 +12,762	+28%	+$396K	0.04%	180
2021 Q1	$1.41M	Buy	46,228 +25,170	+120%	+$775K	0.07%	193
2020 Q4	$654K	Sell	21,058 -612	-3%	-$18.8K	0.03%	277
2020 Q3	$668K	Sell	21,670 -482	-2%	-$14.8K	0.05%	222
2020 Q2	$665K	Sell	22,152 -1,228	-5%	-$36.4K	0.06%	190
2020 Q1	$672K	Sell	23,380 -2,574	-10%	-$73.7K	0.06%	218
2019 Q4	$735K	Buy	25,954 +7,510	+41%	+$213K	0.07%	199
2019 Q3	$523K	Buy	18,444 +2,034	+12%	+$57.6K	0.06%	222
2019 Q2	$462K	Buy	16,410 +134	+0.8%	+$3.71K	0.05%	256
2019 Q1	$448K	Sell	16,276 -2,658	-14%	-$71.7K	0.06%	244
2018 Q4	$504K	Sell	18,934 -970	-5%	-$25.8K	0.08%	184
2018 Q3	$537K	Buy	19,904 +960	+5%	+$26.1K	0.08%	181
2018 Q2	$520K	Buy	18,944 +8,472	+81%	+$231K	0.08%	173
2018 Q1	$287K	Sell	10,472 -804	-7%	-$22K	0.06%	250
2017 Q4	$313K	Sell	11,276 -1,740	-13%	-$48.1K	0.07%	233
2017 Q3	$360K	Buy	13,016 +2	+0%	+$55	0.09%	193
2017 Q2	$358K	Buy	13,014 +960	+8%	+$26.6K	0.08%	198
2017 Q1	$335K	Sell	12,054 -706	-6%	-$19.5K	0.1%	181
2016 Q4	$350K	Sell	12,760 -5,956	-32%	-$166K	0.11%	146
2016 Q3	$534K	Sell	18,716 -3,546	-16%	-$100K	0.18%	107
2016 Q2	$629K	Sell	22,262 -50	-0.2%	-$1.39K	0.21%	97
2016 Q1	$620K	Sell	22,312 -2,882	-11%	-$77.9K	0.21%	91
2015 Q4	$669K	Sell	25,194 -2,824	-10%	-$75.7K	0.22%	80
2015 Q3	$752K	Sell	28,018 -10,848	-28%	-$293K	0.27%	66
2015 Q2	$1.05M	Sell	38,866 -16,666	-30%	-$455K	0.35%	54
2015 Q1	$1.52M	Sell	55,532 -19,402	-26%	-$532K	0.57%	36
2014 Q4	$2.03M	Sell	74,934 -4,010	-5%	-$109K	0.79%	24
2014 Q3	$2.14M	Sell	78,944 -2,218	-3%	-$61.3K	0.88%	22
2014 Q2	$2.26M	Sell	81,162 -1,378	-2%	-$37.8K	0.99%	19
2014 Q1	$2.23M	Sell	82,540 -5,604	-6%	-$151K	1.03%	20
2013 Q4	$2.33M	Sell	88,144 -10,760	-11%	-$289K	1.1%	20
2013 Q3	$2.67M	Sell	98,904 -44,254	-31%	-$1.19M	1.42%	16
2013 Q2	$3.85M	Buy	+143,158	New	+$4.07M	2.17%	12