Farther Finance Advisors’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 | $871K | Sell |
32,653
-3,288
| -9% | -$87.7K | 0.02% | 652 |
|
|
2025
Q1 | $963K | Buy |
35,941
+19,327
| +116% | +$518K | 0.02% | 520 |
|
|
2024
Q4 | $429K | Buy |
16,614
+1,294
| +8% | +$33.4K | 0.02% | 644 |
|
|
2024
Q3 | $411K | Buy |
15,320
+2,368
| +18% | +$63.5K | 0.02% | 671 |
|
|
2024
Q2 | $334K | Sell |
12,952
-2,906
| -18% | -$74.9K | 0.02% | 629 |
|
|
2024
Q1 | $410K | Sell |
15,858
-3,874
| -20% | -$100K | 0.03% | 447 |
|
|
2023
Q4 | $515K | Buy |
19,732
+12,196
| +162% | +$318K | 0.04% | 342 |
|
|
2023
Q3 | $190K | Buy |
7,536
+184
| +3% | +$4.65K | 0.03% | 402 |
|
|
2023
Q2 | $193K | Sell |
7,352
-638
| -8% | -$16.7K | 0.04% | 317 |
|
|
2023
Q1 | $214K | Sell |
7,990
-2,470
| -24% | -$66.2K | 0.06% | 252 |
|
|
2022
Q4 | $271K | Buy |
+10,460
| New | +$271K | 0.1% | 187 |
|