FFN
Focus Financial Network’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.03M | Buy |
301,111
+13,119
| +5% | +$350K | 0.32% | 59 |
|
|
2025
Q1 | $7.74M | Buy |
287,992
+24,677
| +9% | +$664K | 0.32% | 60 |
|
|
2024
Q4 | $6.8M | Buy |
263,315
+228,911
| +665% | +$5.91M | 0.27% | 71 |
|
|
2024
Q3 | $1.85M | Sell |
34,404
-4,281
| -11% | -$230K | 0.08% | 198 |
|
|
2024
Q2 | $2.03M | Buy |
38,685
+253
| +0.7% | +$13.3K | 0.09% | 172 |
|
|
2024
Q1 | $1.97M | Sell |
38,432
-6,522
| -15% | -$334K | 0.1% | 154 |
|
|
2023
Q4 | $2.35M | Sell |
44,954
-3,503
| -7% | -$183K | 0.09% | 189 |
|
|
2023
Q3 | $2.45M | Sell |
48,457
-4,650
| -9% | -$235K | 0.14% | 130 |
|
|
2023
Q2 | $2.78M | Sell |
53,107
-19,353
| -27% | -$1.01M | 0.15% | 123 |
|
|
2023
Q1 | $3.88M | Buy |
+72,460
| New | +$3.88M | 0.24% | 92 |
|
|
2021
Q4 | – | Sell |
-5,191
| Closed | -$325K | – | 435 |
|
|
2021
Q3 | $325K | Buy |
+5,191
| New | +$325K | 0.04% | 325 |
|
|
2020
Q4 | – | Sell |
-24,330
| Closed | -$1.5M | – | 468 |
|
|
2020
Q3 | $1.5M | Buy |
+24,330
| New | +$1.5M | 0.14% | 140 |
|
|
2020
Q2 | – | Sell |
-29,874
| Closed | -$1.72M | – | 413 |
|
|
2020
Q1 | $1.72M | Sell |
29,874
-4,649
| -13% | -$267K | 0.23% | 92 |
|
|
2019
Q4 | $1.96M | Sell |
34,523
-1,265
| -4% | -$71.6K | 0.24% | 92 |
|
|
2019
Q3 | $2.03M | Sell |
35,788
-8,828
| -20% | -$501K | 0.28% | 76 |
|
|
2019
Q2 | $2.51M | Sell |
44,616
-661
| -1% | -$37.2K | 0.37% | 58 |
|
|
2019
Q1 | $2.49M | Buy |
+45,277
| New | +$2.49M | 0.4% | 53 |
|