Evoke Wealth’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 | $180M | Buy |
6,751,239
+1,192,993
| +21% | +$31.8M | 4.12% | 4 |
|
2025
Q1 | $149M | Buy |
5,558,246
+697,499
| +14% | +$18.8M | 3.9% | 5 |
|
2024
Q4 | $126M | Sell |
4,860,747
-197,639
| -4% | -$5.11M | 3.49% | 5 |
|
2024
Q3 | $136M | Buy |
5,058,386
+5,042,392
| +31,527% | +$135M | 3.68% | 6 |
|
2024
Q2 | $416K | Sell |
15,994
-5,291,120
| -100% | -$138M | 0.49% | 42 |
|
2024
Q1 | $138M | Buy |
5,307,114
+5,288,838
| +28,939% | +$138M | 4.1% | 5 |
|
2023
Q4 | $477K | Sell |
18,276
-8,236,820
| -100% | -$215M | 0.77% | 30 |
|
2023
Q3 | $208M | Buy |
8,255,096
+1,788,408
| +28% | +$45.1M | 7.33% | 3 |
|
2023
Q2 | $170M | Buy |
6,466,688
+630,514
| +11% | +$16.5M | 5.89% | 4 |
|
2023
Q1 | $156M | Buy |
5,836,174
+309,170
| +6% | +$8.29M | 5.7% | 4 |
|
2022
Q4 | $143M | Sell |
5,527,004
-2,754,310
| -33% | -$71.3M | 5.18% | 4 |
|
2022
Q3 | $214M | Buy |
8,281,314
+833,516
| +11% | +$21.6M | 8.66% | 2 |
|
2022
Q2 | $208M | Buy |
+7,447,798
| New | +$208M | 7.69% | 3 |
|