CIBC Private Wealth Group’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Sell |
1,461
-1,554
| -52% | -$41.5K | ﹤0.01% | 1762 |
|
|
2025
Q1 | $79.8K | Buy |
3,015
+2,434
| +419% | +$64.4K | ﹤0.01% | 1439 |
|
|
2024
Q4 | $15K | Sell |
581
-14,465
| -96% | -$373K | ﹤0.01% | 2147 |
|
|
2024
Q3 | $403K | Buy |
15,046
+8,432
| +127% | +$226K | ﹤0.01% | 938 |
|
|
2024
Q2 | $172K | Buy |
6,614
+4,472
| +209% | +$117K | ﹤0.01% | 1172 |
|
|
2024
Q1 | $55.4K | Buy |
+2,142
| New | +$55.4K | ﹤0.01% | 1630 |
|
|
2022
Q2 | – | Sell |
-1,088
| Closed | -$33K | – | 1287 |
|
|
2022
Q1 | $33K | Buy |
+1,088
| New | +$33K | ﹤0.01% | 1067 |
|
|
2021
Q4 | – | Sell |
-20,948
| Closed | -$656K | – | 1043 |
|
|
2021
Q3 | $656K | Buy |
+20,948
| New | +$656K | ﹤0.01% | 691 |
|
|
2020
Q2 | – | Sell |
-20,560
| Closed | -$591K | – | 776 |
|
|
2020
Q1 | $591K | Buy |
+20,560
| New | +$591K | ﹤0.01% | 591 |
|
|
2018
Q1 | – | Sell |
-546
| Closed | -$15K | – | 2057 |
|
|
2017
Q4 | $15K | Buy |
+546
| New | +$15K | ﹤0.01% | 1459 |
|
|
2017
Q2 | – | Sell |
-20,640
| Closed | -$573K | – | 614 |
|
|
2017
Q1 | $573K | Buy |
+20,640
| New | +$573K | ﹤0.01% | 506 |
|