Hoxton Planning & Management’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
$4.97M Sell
186,247
-7,680
-4% -$205K 1.72% 14
2025
Q1
$5.21M Buy
193,927
+19,883
+11% +$535K 1.99% 8
2024
Q4
$4.5M Buy
174,044
+4,348
+3% +$112K 1.72% 12
2024
Q3
$4.55M Buy
169,696
+5,046
+3% +$135K 1.76% 12
2024
Q2
$4.28M Buy
164,650
+5,366
+3% +$140K 1.99% 12
2024
Q1
$4.15M Buy
159,284
+9,398
+6% +$245K 1.99% 10
2023
Q4
$3.91M Buy
+149,886
New +$3.91M 2.07% 8