Cape Investment 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 | $51.9K | Buy |
1,944
+435
| +29% | +$11.6K | 0.02% | 362 |
|
|
2025
Q1 | $40.6K | Buy |
1,509
+109
| +8% | +$2.93K | 0.02% | 369 |
|
|
2024
Q4 | $36.2K | Sell |
1,400
-1,032
| -42% | -$26.7K | 0.01% | 385 |
|
|
2024
Q3 | $65.2K | Buy |
2,432
+332
| +16% | +$8.9K | 0.03% | 286 |
|
|
2024
Q2 | $54.6K | Sell |
2,100
-14
| -0.7% | -$364 | 0.02% | 286 |
|
|
2024
Q1 | $55.1K | Sell |
2,114
-8
| -0.4% | -$209 | 0.03% | 296 |
|
|
2023
Q4 | $55.4K | Sell |
2,122
-44
| -2% | -$1.15K | 0.03% | 333 |
|
|
2023
Q3 | $54.7K | Buy |
2,166
+116
| +6% | +$2.93K | 0.03% | 284 |
|
|
2023
Q2 | $53.7K | Buy |
2,050
+436
| +27% | +$11.4K | 0.03% | 273 |
|
|
2023
Q1 | $43.3K | Buy |
+1,614
| New | +$43.3K | 0.03% | 287 |
|