Independent Advisor Alliance’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
Q1 | – | Sell |
-14,568
| Closed | -$376K | – | 1266 |
|
|
2024
Q4 | $376K | Buy |
+14,568
| New | +$376K | 0.01% | 1046 |
|
|
2024
Q2 | – | Sell |
-12,310
| Closed | -$321K | – | 743 |
|
|
2024
Q1 | $321K | Sell |
12,310
-688
| -5% | -$17.9K | 0.01% | 553 |
|
|
2023
Q4 | $339K | Buy |
12,998
+86
| +0.7% | +$2.25K | 0.01% | 519 |
|
|
2023
Q3 | $326K | Sell |
12,912
-1,132
| -8% | -$28.6K | 0.01% | 500 |
|
|
2023
Q2 | $368K | Sell |
14,044
-19,398
| -58% | -$509K | 0.02% | 486 |
|
|
2023
Q1 | $896K | Sell |
33,442
-3,182
| -9% | -$85.3K | 0.04% | 302 |
|
|
2022
Q4 | $948K | Buy |
36,624
+1,076
| +3% | +$27.9K | 0.33% | 46 |
|
|
2022
Q3 | $921K | Buy |
+35,548
| New | +$921K | 0.05% | 272 |
|
|
2020
Q2 | – | Sell |
-7,462
| Closed | -$215K | – | 519 |
|
|
2020
Q1 | $215K | Buy |
+7,462
| New | +$215K | 0.03% | 348 |
|
|
2019
Q1 | – | Sell |
-10,198
| Closed | -$275K | – | 461 |
|
|
2018
Q4 | $275K | Buy |
+10,198
| New | +$275K | 0.05% | 304 |
|