First Heartland Consultants’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 | $705K | Buy |
+26,430
| New | +$705K | 0.06% | 209 |
|
|
2025
Q1 | – | Sell |
-19,198
| Closed | -$496K | – | 478 |
|
|
2024
Q4 | $496K | Sell |
19,198
-10,642
| -36% | -$275K | 0.05% | 235 |
|
|
2024
Q3 | $800K | Buy |
29,840
+3,028
| +11% | +$81.2K | 0.09% | 163 |
|
|
2024
Q2 | $697 | Buy |
+26,812
| New | +$697 | 0.05% | 209 |
|
|
2021
Q1 | – | Sell |
-11,136
| Closed | -$346K | – | 405 |
|
|
2020
Q4 | $346K | Buy |
11,136
+194
| +2% | +$6.03K | 0.06% | 222 |
|
|
2020
Q3 | $337K | Buy |
10,942
+554
| +5% | +$17.1K | 0.06% | 193 |
|
|
2020
Q2 | $312K | Sell |
10,388
-1,054
| -9% | -$31.7K | 0.06% | 209 |
|
|
2020
Q1 | $329K | Sell |
11,442
-3,588
| -24% | -$103K | 0.08% | 171 |
|
|
2019
Q4 | $426K | Buy |
15,030
+2,188
| +17% | +$62K | 0.08% | 191 |
|
|
2019
Q3 | $364K | Buy |
12,842
+394
| +3% | +$11.2K | 0.08% | 199 |
|
|
2019
Q2 | $350K | Sell |
12,448
-11,324
| -48% | -$318K | 0.08% | 198 |
|
|
2019
Q1 | $654K | Sell |
23,772
-522
| -2% | -$14.4K | 0.18% | 127 |
|
|
2018
Q4 | $647K | Buy |
+24,294
| New | +$647K | 0.24% | 99 |
|