Corient Private Wealth’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 | $1.03M | Buy |
38,756
+9,445
| +32% | +$252K | ﹤0.01% | 1408 |
|
|
2025
Q1 | $788K | Buy |
29,311
+10,343
| +55% | +$278K | ﹤0.01% | 1381 |
|
|
2024
Q4 | $490K | Buy |
18,968
+1,398
| +8% | +$36.1K | ﹤0.01% | 1625 |
|
|
2024
Q3 | $471K | Sell |
17,570
-32,970
| -65% | -$884K | ﹤0.01% | 1746 |
|
|
2024
Q2 | $1.31M | Buy |
50,540
+7,562
| +18% | +$197K | ﹤0.01% | 1215 |
|
|
2024
Q1 | $1.12M | Buy |
42,978
+2,236
| +5% | +$58.3K | ﹤0.01% | 1273 |
|
|
2023
Q4 | $1.06M | Sell |
40,742
-17,528
| -30% | -$457K | ﹤0.01% | 1265 |
|
|
2023
Q3 | $1.47M | Buy |
58,270
+18,392
| +46% | +$464K | ﹤0.01% | 1039 |
|
|
2023
Q2 | $1.05M | Sell |
39,878
-2,714
| -6% | -$71.1K | ﹤0.01% | 1131 |
|
|
2023
Q1 | $1.14M | Sell |
42,592
-59,854
| -58% | -$1.6M | ﹤0.01% | 1031 |
|
|
2022
Q4 | $1.83M | Buy |
+102,446
| New | +$1.83M | 0.01% | 728 |
|