Glass Jacobson Investment Advisors’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 | $29K | Sell |
1,086
-637
| -37% | -$17K | 0.01% | 348 |
|
|
2025
Q1 | $44.5K | Hold |
1,723
| – | – | 0.01% | 385 |
|
|
2024
Q4 | $44.5K | Buy |
1,723
+9
| +0.5% | +$232 | 0.01% | 385 |
|
|
2024
Q3 | $46K | Buy |
1,714
+12
| +0.7% | +$322 | 0.02% | 368 |
|
|
2024
Q2 | $44.3K | Buy |
1,702
+10
| +0.6% | +$260 | 0.02% | 359 |
|
|
2024
Q1 | $44.1K | Hold |
1,692
| – | – | 0.02% | 366 |
|
|
2023
Q4 | $44.1K | Sell |
1,692
-1,816
| -52% | -$47.4K | 0.02% | 343 |
|
|
2023
Q3 | $88.6K | Sell |
3,508
-130
| -4% | -$3.28K | 0.04% | 269 |
|
|
2023
Q2 | $95.4K | Buy |
+3,638
| New | +$95.4K | 0.04% | 263 |
|
|
2022
Q4 | $93.6K | Buy |
+3,616
| New | +$93.6K | 0.05% | 273 |
|