Center for Financial Planning’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 | – | Sell |
-1,397
| Closed | -$37.6K | – | 707 |
|
2025
Q1 | $37.6K | Buy |
+1,397
| New | +$37.6K | ﹤0.01% | 312 |
|
2023
Q3 | – | Sell |
-30
| Closed | -$787 | – | 567 |
|
2023
Q2 | $787 | Hold |
30
| – | – | ﹤0.01% | 529 |
|
2023
Q1 | $805 | Hold |
30
| – | – | ﹤0.01% | 487 |
|
2022
Q4 | $777 | Sell |
30
-46
| -61% | -$1.19K | ﹤0.01% | 491 |
|
2022
Q3 | $2K | Buy |
76
+46
| +153% | +$1.21K | ﹤0.01% | 551 |
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 512 |
|
2022
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 521 |
|