EverSource Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.34M | Buy |
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|
2025
Q2 | $512K | Sell |
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|
2025
Q1 | $561K | Sell |
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|
2024
Q4 | $572K | Sell |
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|
2024
Q3 | $702K | Sell |
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|
2024
Q2 | $869K | Buy |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | $121K | Sell |
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|
2022
Q2 | $162K | Sell |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $226K | Buy |
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