Cerity Partners OCIO’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 | $147M | Sell |
5,499,900
-212,024
| -4% | -$5.66M | 8.14% | 4 |
|
|
2025
Q1 | $154M | Buy |
5,711,924
+694,844
| +14% | +$18.7M | 8.69% | 3 |
|
|
2024
Q4 | $130M | Hold |
5,017,080
| – | – | 8.59% | 3 |
|
|
2024
Q3 | $135M | Hold |
5,017,080
| – | – | 10.82% | 3 |
|
|
2024
Q2 | $130M | Buy |
+5,017,080
| New | +$130M | 9.99% | 3 |
|
|
2013
Q3 | – | Sell |
-31,850
| Closed | -$511K | – | 151 |
|
|
2013
Q2 | $511K | Buy |
+31,850
| New | +$511K | 0.11% | 64 |
|