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Fiducient Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
76,655
+62,796
| +453% | +$1.68M | 0.25% | 52 |
|
|
2025
Q1 | $373K | Buy |
+13,859
| New | +$373K | 0.05% | 111 |
|
|
2024
Q1 | – | Sell |
-4,450
| Closed | -$232K | – | 144 |
|
|
2023
Q4 | $232K | Sell |
4,450
-1,850
| -29% | -$96.6K | 0.04% | 109 |
|
|
2023
Q3 | $318K | Buy |
+6,300
| New | +$318K | 0.02% | 87 |
|
|
2021
Q1 | – | Sell |
-4,298
| Closed | -$267K | – | 86 |
|
|
2020
Q4 | $267K | Buy |
4,298
+11
| +0.3% | +$683 | 0.1% | 63 |
|
|
2020
Q3 | $264K | Buy |
4,287
+627
| +17% | +$38.6K | 0.15% | 20 |
|
|
2020
Q2 | $220K | Sell |
3,660
-804
| -18% | -$48.3K | 0.13% | 18 |
|
|
2020
Q1 | $257K | Buy |
4,464
+545
| +14% | +$31.4K | 0.15% | 20 |
|
|
2019
Q4 | $222K | Buy |
3,919
+126
| +3% | +$7.14K | 0.12% | 21 |
|
|
2019
Q3 | $215K | Buy |
+3,793
| New | +$215K | 0.12% | 19 |
|