CA
Clearstead Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9K | Hold |
296
| – | – | ﹤0.01% | 1960 |
|
|
2025
Q1 | $7.96K | Hold |
296
| – | – | ﹤0.01% | 1666 |
|
|
2024
Q4 | $7.65K | Buy |
296
+148
| +100% | +$3.82K | ﹤0.01% | 1638 |
|
|
2024
Q3 | $7.94K | Buy |
148
+1
| +0.7% | +$54 | ﹤0.01% | 1629 |
|
|
2024
Q2 | $7.65K | Buy |
147
+79
| +116% | +$4.11K | ﹤0.01% | 1598 |
|
|
2024
Q1 | $3.51K | Sell |
68
-3,156
| -98% | -$163K | ﹤0.01% | 1228 |
|
|
2023
Q4 | $168K | Buy |
3,224
+1,762
| +121% | +$92K | 0.01% | 481 |
|
|
2023
Q3 | $73.8K | Buy |
1,462
+1,231
| +533% | +$62.2K | ﹤0.01% | 805 |
|
|
2023
Q2 | $12.1K | Hold |
231
| – | – | ﹤0.01% | 961 |
|
|
2023
Q1 | $12.4K | Sell |
231
-138
| -37% | -$7.4K | ﹤0.01% | 921 |
|
|
2022
Q4 | $19.1K | Hold |
369
| – | – | ﹤0.01% | 805 |
|
|
2022
Q3 | $19K | Buy |
369
+287
| +350% | +$14.8K | ﹤0.01% | 783 |
|
|
2022
Q2 | $5K | Sell |
82
-125
| -60% | -$7.62K | ﹤0.01% | 1006 |
|
|
2022
Q1 | $13K | Buy |
207
+40
| +24% | +$2.51K | ﹤0.01% | 951 |
|
|
2021
Q4 | $11K | Hold |
167
| – | – | ﹤0.01% | 921 |
|
|
2021
Q3 | $10K | Hold |
167
| – | – | ﹤0.01% | 947 |
|
|
2021
Q2 | $10K | Hold |
167
| – | – | ﹤0.01% | 803 |
|
|
2021
Q1 | $10K | Buy |
167
+41
| +33% | +$2.46K | ﹤0.01% | 785 |
|
|
2020
Q4 | $8K | Hold |
126
| – | – | ﹤0.01% | 755 |
|
|
2020
Q3 | $8K | Hold |
126
| – | – | ﹤0.01% | 700 |
|
|
2020
Q2 | $8K | Buy |
+126
| New | +$8K | ﹤0.01% | 624 |
|
|
2019
Q1 | – | Sell |
-18,722
| Closed | -$997K | – | 262 |
|
|
2018
Q4 | $997K | Buy |
+18,722
| New | +$997K | 0.16% | 110 |
|