Client 1st Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $623K | Sell |
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|
2023
Q4 | $764K | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.88M | Sell |
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|
2023
Q1 | $2.62M | Sell |
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|
2022
Q4 | $3.15M | Sell |
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|
2022
Q3 | $3.82M | Sell |
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|
2022
Q2 | $4.11M | Sell |
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|
2022
Q1 | $5.08M | Buy |
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|
2021
Q4 | $4.58M | Buy |
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|
2021
Q3 | $1.89M | Buy |
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|
2021
Q2 | $233K | Buy |
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