Ellenbecker Investment 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 | $464K | Sell |
17,408
-3,999
| -19% | -$107K | 0.08% | 75 |
|
|
2025
Q1 | $576K | Sell |
21,407
-18,951
| -47% | -$510K | 0.1% | 61 |
|
|
2024
Q4 | $1.04M | Sell |
40,358
-71,962
| -64% | -$1.86M | 0.19% | 42 |
|
|
2024
Q3 | $3.01M | Sell |
112,320
-16,858
| -13% | -$452K | 0.57% | 20 |
|
|
2024
Q2 | $3.36M | Sell |
129,178
-3,302
| -2% | -$85.9K | 0.68% | 18 |
|
|
2024
Q1 | $3.46M | Buy |
132,480
+10,252
| +8% | +$267K | 0.73% | 17 |
|
|
2023
Q4 | $3.19M | Buy |
122,228
+16,480
| +16% | +$430K | 0.74% | 17 |
|
|
2023
Q3 | $2.67M | Buy |
105,748
+10,786
| +11% | +$272K | 0.69% | 18 |
|
|
2023
Q2 | $2.49M | Buy |
94,962
+14,190
| +18% | +$372K | 0.63% | 21 |
|
|
2023
Q1 | $2.17M | Buy |
+80,772
| New | +$2.17M | 0.59% | 22 |
|