FPAS
Focus Partners Advisor Solutions’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Sell |
28,526
-1,212
| -4% | -$32.3K | 0.01% | 530 |
|
|
2025
Q1 | $800K | Buy |
29,738
+6,552
| +28% | +$176K | 0.01% | 439 |
|
|
2024
Q4 | $599K | Buy |
23,186
+9,894
| +74% | +$256K | 0.01% | 430 |
|
|
2024
Q3 | $713K | Buy |
+13,292
| New | +$713K | 0.02% | 367 |
|
|
2024
Q1 | – | Sell |
-15,125
| Closed | -$790K | – | 632 |
|
|
2023
Q4 | $790K | Buy |
15,125
+153
| +1% | +$7.99K | 0.04% | 191 |
|
|
2023
Q3 | $756K | Sell |
14,972
-1,636
| -10% | -$82.6K | 0.04% | 196 |
|
|
2023
Q2 | $871K | Buy |
16,608
+472
| +3% | +$24.7K | 0.05% | 151 |
|
|
2023
Q1 | $865K | Buy |
16,136
+10,842
| +205% | +$581K | 0.06% | 138 |
|
|
2022
Q4 | $274K | Buy |
5,294
+516
| +11% | +$26.7K | 0.02% | 277 |
|
|
2022
Q3 | $248K | Sell |
4,778
-1,091
| -19% | -$56.6K | 0.01% | 345 |
|
|
2022
Q2 | $328K | Buy |
+5,869
| New | +$328K | 0.03% | 245 |
|