CIR
Clear Investment Research’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
40,912
+58
| +0.1% | +$1.55K | 1.38% | 18 |
|
|
2025
Q1 | $1.1M | Sell |
40,854
-1,523
| -4% | -$41K | 1.47% | 16 |
|
|
2024
Q4 | $1.09M | Buy |
42,377
+22,680
| +115% | +$586K | 1.41% | 18 |
|
|
2024
Q3 | $1.06M | Buy |
19,697
+611
| +3% | +$32.8K | 1.37% | 17 |
|
|
2024
Q2 | $993K | Buy |
19,086
+5,715
| +43% | +$297K | 1.29% | 19 |
|
|
2024
Q1 | $697K | Buy |
13,371
+537
| +4% | +$28K | 0.94% | 22 |
|
|
2023
Q4 | $670K | Buy |
12,834
+1,418
| +12% | +$74K | 0.94% | 22 |
|
|
2023
Q3 | $576K | Buy |
11,416
+1,872
| +20% | +$94.5K | 1% | 20 |
|
|
2023
Q2 | $500K | Buy |
9,544
+5,510
| +137% | +$289K | 0.84% | 26 |
|
|
2023
Q1 | $216K | Buy |
4,034
+1,755
| +77% | +$94.1K | 0.38% | 38 |
|
|
2022
Q4 | $118K | Sell |
2,279
-25
| -1% | -$1.29K | 0.23% | 57 |
|
|
2022
Q3 | $119K | Sell |
2,304
-138
| -6% | -$7.13K | 0.25% | 53 |
|
|
2022
Q2 | $136K | Sell |
2,442
-946
| -28% | -$52.7K | 0.3% | 53 |
|
|
2022
Q1 | $206K | Sell |
3,388
-2,819
| -45% | -$171K | 0.4% | 47 |
|
|
2021
Q4 | $390K | Buy |
6,207
+1,078
| +21% | +$67.7K | 0.6% | 31 |
|
|
2021
Q3 | $321K | Buy |
5,129
+4,274
| +500% | +$267K | 0.52% | 35 |
|
|
2021
Q2 | $53K | Buy |
855
+438
| +105% | +$27.2K | 0.09% | 77 |
|
|
2021
Q1 | $26K | Hold |
417
| – | – | 0.05% | 84 |
|
|
2020
Q4 | $26K | Buy |
417
+88
| +27% | +$5.49K | 0.05% | 82 |
|
|
2020
Q3 | $20K | Hold |
329
| – | – | 0.04% | 83 |
|
|
2020
Q2 | $20K | Sell |
329
-12
| -4% | -$729 | 0.04% | 83 |
|
|
2020
Q1 | $20K | Sell |
341
-5
| -1% | -$293 | 0.05% | 75 |
|
|
2019
Q4 | $20K | Hold |
346
| – | – | 0.04% | 81 |
|
|
2019
Q3 | $20K | Hold |
346
| – | – | 0.04% | 74 |
|
|
2019
Q2 | $19K | Hold |
346
| – | – | 0.03% | 77 |
|
|
2019
Q1 | $19K | Buy |
346
+122
| +54% | +$6.7K | 0.03% | 76 |
|
|
2018
Q4 | $12K | Buy |
224
+116
| +107% | +$6.21K | 0.02% | 75 |
|
|
2018
Q3 | $6K | Buy |
+108
| New | +$6K | 0.01% | 80 |
|