GeoWealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
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2025
Q1 | $239K | Buy |
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|
2024
Q4 | $161K | Sell |
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|
2024
Q3 | $505K | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $2.9M | Sell |
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|
2023
Q4 | $9.93M | Buy |
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|
2023
Q3 | $2.48M | Sell |
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|
2023
Q2 | $2.7M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $582K | Sell |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $311K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $503K | Sell |
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|
2019
Q4 | $570K | Sell |
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|
2019
Q3 | $1M | Buy |
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