Christensen King & Associates Investment Services’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 | $4.44M | Sell |
166,424
-7,140
| -4% | -$190K | 2.03% | 13 |
|
2025
Q1 | $4.62M | Sell |
173,564
-1,614
| -0.9% | -$43K | 2.19% | 13 |
|
2024
Q4 | $4.52M | Sell |
175,178
-7,204
| -4% | -$186K | 2.12% | 12 |
|
2024
Q3 | $4.89M | Sell |
182,382
-2,320
| -1% | -$62.2K | 2.3% | 10 |
|
2024
Q2 | $4.8M | Sell |
184,702
-1,256
| -0.7% | -$32.7K | 2.37% | 10 |
|
2024
Q1 | $4.85M | Sell |
185,958
-7,850
| -4% | -$205K | 2.42% | 10 |
|
2023
Q4 | $5.06M | Buy |
+193,808
| New | +$5.06M | 2.71% | 10 |
|