EPM
Elm Partners Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Sell |
4,487,523
-3,517,179
| -44% | -$93.8M | 6.95% | 6 |
|
|
2025
Q1 | $215M | Buy |
8,004,702
+4,251,187
| +113% | +$114M | 13.86% | 2 |
|
|
2024
Q4 | $97M | Buy |
3,753,515
+2,085,249
| +125% | +$53.9M | 6.62% | 7 |
|
|
2024
Q3 | $44.7M | Sell |
1,668,266
-88,612
| -5% | -$2.38M | 3.2% | 10 |
|
|
2024
Q2 | $91.4M | Buy |
1,756,878
+614,367
| +54% | +$32M | 7.02% | 6 |
|
|
2024
Q1 | $59.6M | Sell |
1,142,511
-28,457
| -2% | -$1.48M | 4.72% | 8 |
|
|
2023
Q4 | $61.1M | Buy |
1,170,968
+254,037
| +28% | +$13.3M | 5.56% | 7 |
|
|
2023
Q3 | $46.3M | Buy |
916,931
+444,088
| +94% | +$22.4M | 4.79% | 7 |
|
|
2023
Q2 | $24.8M | Sell |
472,843
-456,575
| -49% | -$23.9M | 2.5% | 12 |
|
|
2023
Q1 | $49.8M | Buy |
929,418
+784,725
| +542% | +$42.1M | 5.24% | 7 |
|
|
2022
Q4 | $7.49M | Buy |
144,693
+103,459
| +251% | +$5.36M | 0.87% | 19 |
|
|
2022
Q3 | $2.14M | Buy |
+41,234
| New | +$2.14M | 0.29% | 26 |
|
|
2022
Q2 | – | Sell |
-26
| Closed | -$2K | – | 38 |
|
|
2022
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 50 |
|