Ethos Financial 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 | $1.7M | Sell |
63,665
-5,026
| -7% | -$134K | 0.15% | 132 |
|
|
2025
Q1 | $1.82M | Sell |
68,691
-119,340
| -63% | -$3.17M | 0.17% | 119 |
|
|
2024
Q4 | $4.86M | Buy |
188,031
+168,029
| +840% | +$4.34M | 0.63% | 47 |
|
|
2024
Q3 | $536K | Sell |
20,002
-13,206
| -40% | -$354K | 0.09% | 127 |
|
|
2024
Q2 | $864K | Sell |
33,208
-5,128
| -13% | -$133K | 0.15% | 85 |
|
|
2024
Q1 | $1M | Sell |
38,336
-74,922
| -66% | -$1.95M | 0.19% | 76 |
|
|
2023
Q4 | $2.96M | Sell |
113,258
-102,402
| -47% | -$2.67M | 0.63% | 42 |
|
|
2023
Q3 | $5.7M | Buy |
+215,660
| New | +$5.7M | 1.47% | 28 |
|