Congress Wealth Management’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 | $3.84M | Buy |
143,806
+35,220
| +32% | +$940K | 0.04% | 432 |
|
|
2025
Q1 | $2.92M | Sell |
108,586
-4,898
| -4% | -$132K | 0.04% | 424 |
|
|
2024
Q4 | $2.93M | Sell |
113,484
-11,726
| -9% | -$303K | 0.04% | 356 |
|
|
2024
Q3 | $3.36M | Buy |
125,210
+7,342
| +6% | +$197K | 0.04% | 353 |
|
|
2024
Q2 | $3.07M | Buy |
117,868
+25,430
| +28% | +$661K | 0.05% | 300 |
|
|
2024
Q1 | $2.41M | Sell |
92,438
-1,104
| -1% | -$28.8K | 0.04% | 295 |
|
|
2023
Q4 | $2.44M | Sell |
93,542
-702
| -0.7% | -$18.3K | 0.04% | 292 |
|
|
2023
Q3 | $2.38M | Sell |
94,244
-16,480
| -15% | -$416K | 0.05% | 283 |
|
|
2023
Q2 | $2.9M | Sell |
110,724
-3,544
| -3% | -$92.9K | 0.07% | 235 |
|
|
2023
Q1 | $3.06M | Buy |
114,268
+2,530
| +2% | +$67.8K | 0.07% | 230 |
|
|
2022
Q4 | $2.89M | Buy |
111,738
+12,020
| +12% | +$311K | 0.07% | 227 |
|
|
2022
Q3 | $2.58M | Buy |
99,718
+106
| +0.1% | +$2.75K | 0.07% | 248 |
|
|
2022
Q2 | $2.78M | Buy |
99,612
+2,924
| +3% | +$81.6K | 0.07% | 248 |
|
|
2022
Q1 | $2.94M | Sell |
96,688
-19,100
| -16% | -$580K | 0.06% | 267 |
|
|
2021
Q4 | $3.64M | Buy |
+115,788
| New | +$3.64M | 0.07% | 254 |
|