Caitlin John’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
Q1 | – | Sell |
-5,432
| Closed | -$140K | – | 649 |
|
|
2024
Q4 | $140K | Sell |
5,432
-5,432
| -50% | -$140K | 0.09% | 146 |
|
|
2024
Q3 | $142K | Buy |
10,864
+5,432
| +100% | +$70.9K | 0.09% | 151 |
|
|
2024
Q2 | $141K | Sell |
5,432
-114
| -2% | -$2.97K | 0.1% | 140 |
|
|
2024
Q1 | $145K | Sell |
5,546
-706
| -11% | -$18.4K | 0.11% | 131 |
|
|
2023
Q4 | $163K | Buy |
+6,252
| New | +$163K | 0.13% | 118 |
|