Exencial 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 | $4.65M | Buy |
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|
2025
Q2 | $4.59M | Sell |
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|
2025
Q1 | $4.95M | Sell |
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|
2024
Q4 | $4.85M | Sell |
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|
2024
Q3 | $5.85M | Sell |
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|
2024
Q2 | $5.78M | Sell |
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|
2024
Q1 | $6.82M | Sell |
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|
2023
Q4 | $8.11M | Buy |
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|
2023
Q3 | $7.57M | Buy |
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|
2023
Q2 | $7.64M | Buy |
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|
2023
Q1 | $7.47M | Buy |
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|
2022
Q4 | $7.01M | Buy |
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|
2022
Q3 | $4.28M | Buy |
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|
2022
Q2 | $4.21M | Sell |
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|
2022
Q1 | $4.63M | Buy |
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|
2021
Q4 | $4.72M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.25M | Buy |
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|
2021
Q1 | $4.06M | Sell |
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|
2020
Q4 | $4.39M | Buy |
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|
2020
Q3 | $4.25M | Buy |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $808K | Buy |
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|
2019
Q4 | $759K | Sell |
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|
2019
Q3 | $774K | Buy |
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|
2019
Q2 | $729K | Sell |
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|
2019
Q1 | $718K | Sell |
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|
2018
Q4 | $778K | Sell |
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|
2018
Q3 | $803K | Buy |
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|
2018
Q2 | $781K | Buy |
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|
2018
Q1 | $744K | Buy |
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|
2017
Q4 | $699K | Buy |
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|
2017
Q3 | $534K | Buy |
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|
2017
Q2 | $475K | Buy |
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|
2017
Q1 | $446K | Buy |
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|
2016
Q4 | $305K | Buy |
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