Fairview Capital Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Fairview Capital Investment Management’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Buy	48,625 +3,160	+7%	+$84.3K	0.07%	85
2025 Q1	$1.22M	Buy	45,465 +2,075	+5%	+$55.8K	0.06%	84
2024 Q4	$1.12M	Buy	43,390 +3,800	+10%	+$98.2K	0.06%	85
2024 Q3	$1.06M	Buy	39,590 +1,760	+5%	+$47.2K	0.06%	87
2024 Q2	$984K	Buy	37,830 +2,970	+9%	+$77.2K	0.06%	89
2024 Q1	$909K	Buy	34,860 +4,040	+13%	+$105K	0.05%	97
2023 Q4	$804K	Sell	30,820 -8,960	-23%	-$234K	0.05%	92
2023 Q3	$1M	Sell	39,780 -51,200	-56%	-$1.29M	0.06%	85
2023 Q2	$2.39M	Hold	90,980	–	–	0.15%	67
2023 Q1	$2.44M	Buy	90,980 +1,000	+1%	+$26.8K	0.16%	64
2022 Q4	$2.33M	Buy	89,980 +45,800	+104%	+$1.19M	0.16%	66
2022 Q3	$1.14M	Buy	44,180 +50	+0.1%	+$1.3K	0.08%	72
2022 Q2	$1.23M	Sell	44,130 -16	-0%	-$446	0.09%	75
2022 Q1	$1.34M	Sell	44,146 -560	-1%	-$17K	0.08%	73
2021 Q4	$1.41M	Buy	44,706 +16	+0%	+$503	0.09%	74
2021 Q3	$1.4M	Hold	44,690	–	–	0.1%	71
2021 Q2	$1.4M	Hold	44,690	–	–	0.1%	70
2021 Q1	$1.37M	Buy	44,690 +660	+1%	+$20.2K	0.05%	104
2020 Q4	$1.37M	Hold	44,030	–	–	0.06%	89
2020 Q3	$1.36M	Buy	44,030 +2,646	+6%	+$81.5K	0.06%	86
2020 Q2	$1.24M	Hold	41,384	–	–	0.06%	83
2020 Q1	$1.19M	Sell	41,384 -350	-0.8%	-$10.1K	0.07%	84
2019 Q4	$1.18M	Hold	41,734	–	–	0.06%	84
2019 Q3	$1.18M	Sell	41,734 -96	-0.2%	-$2.72K	0.06%	93
2019 Q2	$1.18M	Hold	41,830	–	–	0.06%	90
2019 Q1	$1.15M	Sell	41,830 -350	-0.8%	-$9.62K	0.06%	89
2018 Q4	$1.12M	Buy	42,180 +28,500	+208%	+$759K	0.07%	85
2018 Q3	$369K	Buy	+13,680	New	+$369K	0.02%	111
2018 Q2	–	Sell	-7,330	Closed	-$201K	–	139
2018 Q1	$201K	Sell	7,330 -1,850	-20%	-$50.7K	0.01%	128
2017 Q4	$254K	Buy	9,180 +1,930	+27%	+$53.4K	0.02%	107
2017 Q3	$200K	Buy	+7,250	New	+$200K	0.01%	116
2017 Q2	–	Sell	-7,250	Closed	-$201K	–	113
2017 Q1	$201K	Buy	+7,250	New	+$201K	0.01%	99