Cornerstone Planning Group’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 | $2.64K | Sell |
99
-262
| -73% | -$6.99K | ﹤0.01% | 875 |
|
|
2025
Q1 | $9.57K | Buy |
+361
| New | +$9.57K | ﹤0.01% | 581 |
|
|
2024
Q4 | – | Sell |
-520
| Closed | -$6.84K | – | 1481 |
|
|
2024
Q3 | $6.84K | Buy |
520
+260
| +100% | +$3.42K | ﹤0.01% | 499 |
|
|
2024
Q2 | $6.89K | Buy |
260
+164
| +171% | +$4.34K | ﹤0.01% | 510 |
|
|
2024
Q1 | $2.47K | Sell |
96
-160
| -63% | -$4.12K | ﹤0.01% | 626 |
|
|
2023
Q4 | $6.68K | Sell |
256
-54
| -17% | -$1.41K | ﹤0.01% | 494 |
|
|
2023
Q3 | $7.83K | Sell |
310
-214
| -41% | -$5.4K | ﹤0.01% | 469 |
|
|
2023
Q2 | $13.7K | Buy |
+524
| New | +$13.7K | 0.01% | 536 |
|
|
2022
Q4 | $29.3K | Buy |
+1,102
| New | +$29.3K | 0.01% | 352 |
|