Integrated Wealth Concepts’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4M | Buy |
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|
2025
Q1 | $3.8M | Buy |
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|
2024
Q4 | $2.56M | Sell |
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|
2024
Q3 | $2.74M | Sell |
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|
2024
Q2 | $2.89M | Buy |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $3.72M | Sell |
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|
2023
Q3 | $8.71M | Sell |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $3.45M | Buy |
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|
2022
Q4 | $534K | Buy |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $566K | Buy |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $544K | Buy |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $1.05M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $503K | Buy |
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|
2018
Q2 | $511K | Buy |
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|
2018
Q1 | $505K | Buy |
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