Cahill Financial Advisors’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 | $1.26M | Sell |
47,212
-3,736
| -7% | -$99.7K | 0.16% | 98 |
|
|
2025
Q1 | $1.37M | Sell |
50,948
-7,275
| -12% | -$196K | 0.19% | 89 |
|
|
2024
Q4 | $1.5M | Sell |
58,223
-6,593
| -10% | -$170K | 0.2% | 84 |
|
|
2024
Q3 | $1.74M | Buy |
64,816
+536
| +0.8% | +$14.4K | 0.24% | 75 |
|
|
2024
Q2 | $1.67M | Sell |
64,280
-5,062
| -7% | -$132K | 0.23% | 85 |
|
|
2024
Q1 | $1.81M | Sell |
69,342
-2,998
| -4% | -$78.2K | 0.25% | 79 |
|
|
2023
Q4 | $1.89M | Sell |
72,340
-2,596
| -3% | -$67.8K | 0.28% | 72 |
|
|
2023
Q3 | $1.89M | Buy |
74,936
+1,298
| +2% | +$32.8K | 0.31% | 66 |
|
|
2023
Q2 | $1.93M | Buy |
73,638
+57,112
| +346% | +$1.5M | 0.31% | 67 |
|
|
2023
Q1 | $443K | Buy |
16,526
+16
| +0.1% | +$429 | 0.08% | 161 |
|
|
2022
Q4 | $428K | Sell |
16,510
-8,782
| -35% | -$227K | 0.08% | 159 |
|
|
2022
Q3 | $655K | Sell |
25,292
-2,970
| -11% | -$76.9K | 0.14% | 135 |
|
|
2022
Q2 | $789K | Buy |
28,262
+44
| +0.2% | +$1.23K | 0.17% | 120 |
|
|
2022
Q1 | $857K | Buy |
28,218
+6,008
| +27% | +$182K | 0.16% | 126 |
|
|
2021
Q4 | $698K | Buy |
22,210
+22,184
| +85,323% | +$697K | 0.13% | 137 |
|
|
2021
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 836 |
|