Global Retirement Partners’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
Q4 | $1.08M | Buy |
40,891
+16,723
| +69% | +$449K | 0.02% | 633 |
|
|
2025
Q3 | $651K | Sell |
24,168
-125
| -0.5% | -$3.35K | 0.01% | 678 |
|
|
2025
Q2 | $648K | Buy |
+24,293
| New | +$643K | 0.02% | 639 |
|
|
2024
Q4 | $538K | Sell |
20,827
-20,009
| -49% | -$526K | 0.02% | 610 |
|
|
2024
Q3 | $1.1M | Sell |
40,836
-5,460
| -12% | -$144K | 0.03% | 427 |
|
|
2024
Q2 | $1.2M | Buy |
46,296
+24,050
| +108% | +$622K | 0.04% | 385 |
|
|
2024
Q1 | $580K | Sell |
22,246
-124,148
| -85% | -$3.22M | 0.02% | 497 |
|
|
2023
Q4 | $3.81M | Buy |
146,394
+106,134
| +264% | +$2.7M | 0.16% | 137 |
|
|
2023
Q3 | $1.01M | Sell |
40,260
-2,248
| -5% | -$57.9K | 0.05% | 300 |
|
|
2023
Q2 | $1.11M | Sell |
42,508
-392
| -0.9% | -$10.4K | 0.05% | 298 |
|
|
2023
Q1 | $1.15M | Buy |
42,900
+4,838
| +13% | +$127K | 0.06% | 280 |
|
|
2022
Q4 | $986K | Sell |
38,062
-13,836
| -27% | -$362K | 0.07% | 257 |
|
|
2022
Q3 | $1.36M | Sell |
51,898
-17,808
| -26% | -$495K | 0.1% | 203 |
|
|
2022
Q2 | $1.95M | Buy |
69,706
+5,994
| +9% | +$174K | 0.16% | 149 |
|
|
2022
Q1 | $1.85M | Buy |
+63,712
| New | +$1.95M | 0.15% | 157 |
|
|
2021
Q4 | – | Sell |
-32,788
| Closed | -$1.03M | – | 1502 |
|
|
2021
Q3 | $1.03M | Buy |
32,788
+17,600
| +116% | +$555K | 0.1% | 189 |
|
|
2021
Q2 | $475K | Sell |
15,188
-100
| -0.7% | -$3.1K | 0.05% | 298 |
|
|
2021
Q1 | $467K | Buy |
15,288
+1,838
| +14% | +$56.6K | 0.05% | 270 |
|
|
2020
Q4 | $417K | Buy |
13,450
+2,478
| +23% | +$76.1K | 0.05% | 262 |
|
|
2020
Q3 | $338K | Buy |
10,972
+6,418
| +141% | +$197K | 0.05% | 279 |
|
|
2020
Q2 | $137K | Buy |
4,554
+570
| +14% | +$16.9K | 0.02% | 424 |
|
|
2020
Q1 | $115K | Sell |
3,984
-2,282
| -36% | -$65.3K | 0.02% | 410 |
|
|
2019
Q4 | $177K | Sell |
6,266
-1,744
| -22% | -$49.4K | 0.03% | 386 |
|
|
2019
Q3 | $227K | Buy |
8,010
+4,656
| +139% | +$132K | 0.04% | 342 |
|
|
2019
Q2 | $94K | Sell |
3,354
-54
| -2% | -$1.5K | 0.02% | 465 |
|
|
2019
Q1 | $94K | Buy |
3,408
+262
| +8% | +$7.07K | 0.02% | 405 |
|
|
2018
Q4 | $84K | Sell |
3,146
-186
| -6% | -$4.95K | 0.02% | 409 |
|
|
2018
Q3 | $90K | Buy |
3,332
+1,162
| +54% | +$31.6K | 0.02% | 422 |
|
|
2018
Q2 | $60K | Sell |
2,170
-180
| -8% | -$4.91K | 0.02% | 503 |
|
|
2018
Q1 | $64K | Sell |
2,350
-718
| -23% | -$19.6K | 0.02% | 468 |
|
|
2017
Q4 | $85K | Buy |
3,068
+2,062
| +205% | +$57K | 0.02% | 398 |
|
|
2017
Q3 | $28K | Buy |
1,006
+202
| +25% | +$5.59K | 0.01% | 558 |
|
|
2017
Q2 | $22K | Buy |
804
+352
| +78% | +$9.76K | 0.01% | 584 |
|
|
2017
Q1 | $13K | Buy |
452
+42
| +10% | +$1.16K | 0.01% | 668 |
|
|
2016
Q4 | $11K | Buy |
+410
| New | +$11.4K | 0.01% | 671 |
|
Other funds holding SCHP
MERSOM
QCM
EW
