EverSource Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Sell |
19,181
-1,667
| -8% | -$44.5K | 0.02% | 445 |
|
|
2025
Q1 | $561K | Sell |
20,848
-1,312
| -6% | -$35.3K | 0.03% | 356 |
|
|
2024
Q4 | $572K | Sell |
22,160
-4,034
| -15% | -$104K | 0.03% | 344 |
|
|
2024
Q3 | $702K | Sell |
26,194
-6,784
| -21% | -$182K | 0.04% | 275 |
|
|
2024
Q2 | $869K | Buy |
32,978
+13,182
| +67% | +$347K | 0.06% | 233 |
|
|
2024
Q1 | $507K | Buy |
19,796
+8,890
| +82% | +$228K | 0.04% | 267 |
|
|
2023
Q4 | $285K | Buy |
10,906
+1,818
| +20% | +$47.4K | 0.03% | 353 |
|
|
2023
Q3 | $229K | Sell |
9,088
-160
| -2% | -$4.04K | 0.02% | 366 |
|
|
2023
Q2 | $242K | Sell |
9,248
-34
| -0.4% | -$891 | 0.03% | 356 |
|
|
2023
Q1 | $249K | Buy |
9,282
+712
| +8% | +$19.1K | 0.03% | 337 |
|
|
2022
Q4 | $222K | Buy |
8,570
+3,916
| +84% | +$101K | 0.03% | 338 |
|
|
2022
Q3 | $121K | Sell |
4,654
-1,150
| -20% | -$29.9K | 0.03% | 383 |
|
|
2022
Q2 | $162K | Sell |
5,804
-3,024
| -34% | -$84.4K | 0.04% | 286 |
|
|
2022
Q1 | $268K | Buy |
8,828
+1,654
| +23% | +$50.2K | 0.07% | 218 |
|
|
2021
Q4 | $226K | Buy |
+7,174
| New | +$226K | 0.06% | 210 |
|