HCR Wealth 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 | $225K | Hold |
8,419
| – | – | 0.03% | 213 |
|
|
2025
Q1 | $226K | Buy |
8,419
+17
| +0.2% | +$457 | 0.03% | 211 |
|
|
2024
Q4 | $217K | Sell |
8,402
-80
| -0.9% | -$2.07K | 0.03% | 216 |
|
|
2024
Q3 | $227K | Sell |
8,482
-228,798
| -96% | -$6.14M | 0.03% | 215 |
|
|
2024
Q2 | $6.17M | Buy |
237,280
+4,374
| +2% | +$114K | 0.88% | 16 |
|
|
2024
Q1 | $6.07M | Sell |
232,906
-3,204
| -1% | -$83.6K | 0.92% | 15 |
|
|
2023
Q4 | $6.16M | Buy |
236,110
+69,378
| +42% | +$1.81M | 0.97% | 16 |
|
|
2023
Q3 | $4.21M | Buy |
166,732
+2,266
| +1% | +$57.2K | 0.92% | 16 |
|
|
2023
Q2 | $4.31M | Buy |
164,466
+3,620
| +2% | +$94.9K | 0.8% | 21 |
|
|
2023
Q1 | $4.31M | Buy |
+160,846
| New | +$4.31M | 0.85% | 19 |
|
|
2021
Q1 | – | Sell |
-86
| Closed | -$3K | – | 255 |
|
|
2020
Q4 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 256 |
|