Guardian Financial Partners’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 | $377K | Buy |
14,117
+584
| +4% | +$15.6K | 0.17% | 50 |
|
|
2025
Q1 | $364K | Sell |
13,533
-621
| -4% | -$16.7K | 0.17% | 51 |
|
|
2024
Q4 | $366K | Buy |
14,154
+5,426
| +62% | +$140K | 0.22% | 41 |
|
|
2024
Q3 | $234K | Sell |
8,728
-1,188
| -12% | -$31.9K | 0.15% | 43 |
|
|
2024
Q2 | $258K | Buy |
9,916
+88
| +0.9% | +$2.29K | 0.17% | 41 |
|
|
2024
Q1 | $256K | Buy |
9,828
+2,010
| +26% | +$52.4K | 0.18% | 41 |
|
|
2023
Q4 | $204K | Buy |
+7,818
| New | +$204K | 0.17% | 43 |
|