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 |
|