Fi3 Financial 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 | $8.91M | Buy |
333,971
+33,854
| +11% | +$903K | 3.21% | 6 |
|
|
2025
Q1 | $8.07M | Buy |
300,117
+66,142
| +28% | +$1.78M | 3.28% | 7 |
|
|
2024
Q4 | $6.04M | Sell |
233,975
-18,475
| -7% | -$477K | 2.26% | 9 |
|
|
2024
Q3 | $6.77M | Buy |
252,450
+11,732
| +5% | +$315K | 2.69% | 9 |
|
|
2024
Q2 | $6.26M | Buy |
240,718
+5,560
| +2% | +$145K | 2.76% | 9 |
|
|
2024
Q1 | $6.06M | Buy |
235,158
+26,470
| +13% | +$682K | 2.79% | 9 |
|
|
2023
Q4 | $5.45M | Sell |
208,688
-95,818
| -31% | -$2.5M | 2.6% | 9 |
|
|
2023
Q3 | $7.69M | Buy |
304,506
+27,610
| +10% | +$697K | 4.13% | 7 |
|
|
2023
Q2 | $7.26M | Buy |
276,896
+262,150
| +1,778% | +$6.87M | 3.8% | 8 |
|
|
2023
Q1 | $395K | Buy |
+14,746
| New | +$395K | 0.21% | 44 |
|