Caldwell Trust’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.01K | Hold |
|
|||||
|
2025
Q2 | $6.94K | Hold |
|
|||||
|
2025
Q1 | $6.99K | Hold |
|
|||||
|
2024
Q4 | $6.72K | Hold |
|
|||||
|
2024
Q3 | $6.97K | Hold |
|
|||||
|
2024
Q2 | $6.76K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $375 | Hold |
|
|||||
|
2022
Q4 | $363 | Hold |
|
|||||
|
2022
Q3 | $363 | Hold |
|
|||||
|
2022
Q2 | $391 | Hold |
|
|||||
|
2022
Q1 | $425 | Buy |
|