IFP 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 | $370K | Sell |
13,880
-69,520
| -83% | -$1.85M | 0.01% | 961 |
|
|
2025
Q1 | $2.24M | Buy |
83,400
+4,857
| +6% | +$131K | 0.07% | 333 |
|
|
2024
Q4 | $2.03M | Buy |
78,543
+13,093
| +20% | +$338K | 0.07% | 334 |
|
|
2024
Q3 | $1.76M | Buy |
65,450
+6,824
| +12% | +$183K | 0.06% | 329 |
|
|
2024
Q2 | $1.52M | Buy |
58,626
+596
| +1% | +$15.5K | 0.06% | 330 |
|
|
2024
Q1 | $1.51M | Sell |
58,030
-538
| -0.9% | -$14K | 0.07% | 311 |
|
|
2023
Q4 | $1.53M | Buy |
58,568
+54,076
| +1,204% | +$1.41M | 0.07% | 296 |
|
|
2023
Q3 | $113K | Sell |
4,492
-2,844
| -39% | -$71.7K | 0.01% | 1199 |
|
|
2023
Q2 | $192K | Sell |
7,336
-1,266
| -15% | -$33.2K | 0.01% | 1038 |
|
|
2023
Q1 | $234K | Sell |
8,602
-54,828
| -86% | -$1.49M | 0.01% | 885 |
|
|
2022
Q4 | $1.76M | Sell |
63,430
-18,290
| -22% | -$506K | 0.05% | 416 |
|
|
2022
Q3 | $2.34M | Buy |
81,720
+1,670
| +2% | +$47.8K | 0.06% | 340 |
|
|
2022
Q2 | $2.2M | Hold |
80,050
| – | – | 0.07% | 319 |
|
|
2022
Q1 | $2.2M | Buy |
80,050
+53,376
| +200% | +$1.46M | 0.07% | 319 |
|
|
2021
Q4 | $849K | Buy |
26,674
+1,602
| +6% | +$51K | 0.02% | 442 |
|
|
2021
Q3 | $800K | Buy |
25,072
+14,670
| +141% | +$468K | 0.02% | 434 |
|
|
2021
Q2 | $326K | Buy |
10,402
+7,880
| +312% | +$247K | 0.01% | 690 |
|
|
2021
Q1 | $76K | Sell |
2,522
-7,922
| -76% | -$239K | ﹤0.01% | 1283 |
|
|
2020
Q4 | $323K | Buy |
10,444
+7,498
| +255% | +$232K | 0.01% | 638 |
|
|
2020
Q3 | $91K | Sell |
2,946
-92
| -3% | -$2.84K | 0.01% | 1047 |
|
|
2020
Q2 | $91K | Buy |
3,038
+1,206
| +66% | +$36.1K | 0.01% | 957 |
|
|
2020
Q1 | $54K | Buy |
1,832
+102
| +6% | +$3.01K | 0.01% | 1089 |
|
|
2019
Q4 | $48K | Buy |
1,730
+696
| +67% | +$19.3K | ﹤0.01% | 1273 |
|
|
2019
Q3 | $28K | Buy |
+1,034
| New | +$28K | ﹤0.01% | 1619 |
|
|
2019
Q1 | $70K | Sell |
2,530
-7,682
| -75% | -$213K | 0.01% | 830 |
|
|
2018
Q4 | $272K | Sell |
10,212
-25,058
| -71% | -$667K | 0.02% | 750 |
|
|
2018
Q3 | $952K | Buy |
35,270
+2,320
| +7% | +$62.6K | 0.04% | 445 |
|
|
2018
Q2 | $905K | Sell |
32,950
-74
| -0.2% | -$2.03K | 0.04% | 447 |
|
|
2018
Q1 | $915K | Hold |
33,024
| – | – | 0.04% | 419 |
|
|
2017
Q4 | $915K | Buy |
33,024
+776
| +2% | +$21.5K | 0.04% | 418 |
|
|
2017
Q3 | $891K | Buy |
32,248
+3,266
| +11% | +$90.2K | 0.04% | 470 |
|
|
2017
Q2 | $798K | Buy |
28,982
+5,582
| +24% | +$154K | 0.03% | 497 |
|
|
2017
Q1 | $650K | Buy |
23,400
+14,358
| +159% | +$399K | 0.03% | 564 |
|
|
2016
Q4 | $248K | Buy |
9,042
+2,120
| +31% | +$58.1K | 0.01% | 947 |
|
|
2016
Q3 | $198K | Sell |
6,922
-2,138
| -24% | -$61.2K | 0.01% | 1010 |
|
|
2016
Q2 | $256K | Buy |
9,060
+6,530
| +258% | +$185K | 0.01% | 852 |
|
|
2016
Q1 | $70K | Sell |
2,530
-694
| -22% | -$19.2K | 0.01% | 830 |
|
|
2015
Q4 | $86K | Buy |
+3,224
| New | +$86K | 0.01% | 1255 |
|