CAPTRUST Financial Advisors’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 | $1.18M | Buy |
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|
2025
Q2 | $627K | Buy |
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|
2025
Q1 | $339K | Sell |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $670K | Sell |
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|
2024
Q2 | $764K | Buy |
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|
2024
Q1 | $602K | Sell |
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|
2023
Q4 | $936K | Sell |
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|
2023
Q3 | $912K | Sell |
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|
2023
Q2 | $973K | Buy |
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|
2023
Q1 | $982K | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.34M | Buy |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $686K | Buy |
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $398K | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | $158K | Sell |
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|
2020
Q2 | $728K | Buy |
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|
2020
Q1 | $692K | Sell |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $805K | Sell |
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|
2019
Q2 | $801K | Buy |
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|
2019
Q1 | $491K | Buy |
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|
2018
Q4 | $263K | Buy |
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|
2018
Q3 | $244K | Buy |
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|
2018
Q2 | $118K | Buy |
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|
2018
Q1 | $66K | Sell |
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|
2017
Q4 | $75K | Hold |
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|
2017
Q3 | $73K | Buy |
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