IHT Wealth 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 | $1.63M | Sell |
61,234
-854
| -1% | -$22.8K | 0.04% | 360 |
|
|
2025
Q1 | $1.67M | Sell |
62,088
-2,788
| -4% | -$75K | 0.05% | 327 |
|
|
2024
Q4 | $1.68M | Sell |
64,876
-68,086
| -51% | -$1.76M | 0.05% | 312 |
|
|
2024
Q3 | $3.57M | Buy |
132,962
+61,492
| +86% | +$1.65M | 0.1% | 210 |
|
|
2024
Q2 | $1.86M | Sell |
71,470
-22,298
| -24% | -$580K | 0.07% | 271 |
|
|
2024
Q1 | $2.45M | Buy |
93,768
+4,254
| +5% | +$111K | 0.1% | 219 |
|
|
2023
Q4 | $2.34M | Sell |
89,514
-2,484
| -3% | -$64.8K | 0.1% | 198 |
|
|
2023
Q3 | $2.32M | Sell |
91,998
-136
| -0.1% | -$3.43K | 0.12% | 173 |
|
|
2023
Q2 | $2.42M | Sell |
92,134
-1,288
| -1% | -$33.8K | 0.13% | 162 |
|
|
2023
Q1 | $2.5M | Sell |
93,422
-442
| -0.5% | -$11.8K | 0.14% | 139 |
|
|
2022
Q4 | $2.43M | Sell |
93,864
-3,458
| -4% | -$89.5K | 0.15% | 146 |
|
|
2022
Q3 | $2.52M | Buy |
97,322
+88,960
| +1,064% | +$2.3M | 0.19% | 113 |
|
|
2022
Q2 | $233K | Buy |
8,362
+84
| +1% | +$2.34K | 0.02% | 615 |
|
|
2022
Q1 | $251K | Buy |
+8,278
| New | +$251K | 0.02% | 635 |
|
|
2021
Q4 | – | Sell |
-6,422
| Closed | -$201K | – | 846 |
|
|
2021
Q3 | $201K | Buy |
+6,422
| New | +$201K | 0.02% | 738 |
|
|
2018
Q2 | – | Sell |
-1,818
| Closed | -$50K | – | 1177 |
|
|
2018
Q1 | $50K | Hold |
1,818
| – | – | 0.01% | 680 |
|
|
2017
Q4 | $50K | Hold |
1,818
| – | – | 0.01% | 698 |
|
|
2017
Q3 | $50K | Buy |
1,818
+1,722
| +1,794% | +$47.4K | 0.02% | 521 |
|
|
2017
Q2 | $91 | Hold |
96
| – | – | 0.04% | 358 |
|
|
2017
Q1 | $2K | Sell |
96
-1,178
| -92% | -$24.5K | ﹤0.01% | 1099 |
|
|
2016
Q4 | $35K | Buy |
+1,274
| New | +$35K | 0.03% | 473 |
|