Envestnet Portfolio Solutions’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 | $1.05M | Sell |
39,526
-9,938
| -20% | -$265K | ﹤0.01% | 774 |
|
2025
Q1 | $1.33M | Sell |
49,464
-52,567
| -52% | -$1.41M | 0.01% | 716 |
|
2024
Q4 | $2.64M | Sell |
102,031
-567
| -0.6% | -$14.6K | 0.01% | 578 |
|
2024
Q3 | $2.75M | Sell |
102,598
-326,018
| -76% | -$8.74M | 0.01% | 564 |
|
2024
Q2 | $11.1M | Buy |
428,616
+352,214
| +461% | +$9.16M | 0.04% | 217 |
|
2024
Q1 | $1.99M | Buy |
76,402
+13,852
| +22% | +$361K | 0.01% | 637 |
|
2023
Q4 | $1.63M | Buy |
62,550
+33,848
| +118% | +$883K | 0.01% | 646 |
|
2023
Q3 | $725K | Buy |
+28,702
| New | +$725K | ﹤0.01% | 838 |
|