GCA
Gradient Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Hold |
22,293
| – | – | 0.18% | 92 |
|
|
2025
Q1 | $599K | Sell |
22,293
-151
| -0.7% | -$4.06K | 0.2% | 85 |
|
|
2024
Q4 | $580K | Buy |
22,444
+11,222
| +100% | +$290K | 0.19% | 85 |
|
|
2024
Q3 | $602K | Hold |
11,222
| – | – | 0.2% | 82 |
|
|
2024
Q2 | $584K | Buy |
11,222
+15
| +0.1% | +$780 | 0.21% | 83 |
|
|
2024
Q1 | $585K | Sell |
11,207
-194
| -2% | -$10.1K | 0.21% | 84 |
|
|
2023
Q4 | $595K | Buy |
11,401
+175
| +2% | +$9.14K | 0.23% | 80 |
|
|
2023
Q3 | $567K | Sell |
11,226
-461
| -4% | -$23.3K | 0.24% | 77 |
|
|
2023
Q2 | $613K | Hold |
11,687
| – | – | 0.25% | 75 |
|
|
2023
Q1 | $627K | Sell |
11,687
-66
| -0.6% | -$3.54K | 0.27% | 73 |
|
|
2022
Q4 | $609K | Sell |
11,753
-15
| -0.1% | -$777 | 0.28% | 73 |
|
|
2022
Q3 | $610K | Sell |
11,768
-266
| -2% | -$13.8K | 0.29% | 72 |
|
|
2022
Q2 | $671K | Hold |
12,034
| – | – | 0.32% | 66 |
|
|
2022
Q1 | $731K | Buy |
12,034
+164
| +1% | +$9.96K | 0.31% | 68 |
|
|
2021
Q4 | $747K | Hold |
11,870
| – | – | 0.31% | 68 |
|
|
2021
Q3 | $743K | Buy |
11,870
+1,081
| +10% | +$67.7K | 0.34% | 63 |
|
|
2021
Q2 | $674K | Sell |
10,789
-32
| -0.3% | -$2K | 0.32% | 68 |
|
|
2021
Q1 | $662K | Hold |
10,821
| – | – | 0.35% | 63 |
|
|
2020
Q4 | $672K | Hold |
10,821
| – | – | 0.38% | 58 |
|
|
2020
Q3 | $667K | Buy |
10,821
+997
| +10% | +$61.5K | 0.42% | 55 |
|
|
2020
Q2 | $590K | Buy |
9,824
+88
| +0.9% | +$5.29K | 0.4% | 54 |
|
|
2020
Q1 | $560K | Sell |
9,736
-17
| -0.2% | -$978 | 0.45% | 49 |
|
|
2019
Q4 | $552K | Hold |
9,753
| – | – | 0.38% | 57 |
|
|
2019
Q3 | $554K | Hold |
9,753
| – | – | 0.41% | 54 |
|
|
2019
Q2 | $549K | Hold |
9,753
| – | – | 0.42% | 51 |
|
|
2019
Q1 | $536K | Hold |
9,753
| – | – | 0.43% | 52 |
|
|
2018
Q4 | $519K | Hold |
9,753
| – | – | 0.45% | 48 |
|
|
2018
Q3 | $526K | Hold |
9,753
| – | – | 0.44% | 51 |
|
|
2018
Q2 | $536K | Hold |
9,753
| – | – | 0.5% | 42 |
|
|
2018
Q1 | $535K | Hold |
9,753
| – | – | 0.53% | 39 |
|
|
2017
Q4 | $541K | Buy |
+9,753
| New | +$541K | 0.55% | 39 |
|