IRON Financial’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 | $5.96M | Sell |
223,509
-6,158
| -3% | -$164K | 3.09% | 10 |
|
|
2025
Q1 | $6.18M | Sell |
229,667
-15,323
| -6% | -$412K | 3.46% | 9 |
|
|
2024
Q4 | $6.33M | Sell |
244,990
-22,350
| -8% | -$577K | 3.56% | 9 |
|
|
2024
Q3 | $7.17M | Sell |
267,340
-12,056
| -4% | -$323K | 3.9% | 9 |
|
|
2024
Q2 | $7.27M | Sell |
279,396
-4,734
| -2% | -$123K | 4.07% | 7 |
|
|
2024
Q1 | $7.41M | Sell |
284,130
-1,642
| -0.6% | -$42.8K | 4.13% | 7 |
|
|
2023
Q4 | $7.46M | Sell |
285,772
-11,528
| -4% | -$301K | 4.23% | 7 |
|
|
2023
Q3 | $7.51M | Sell |
297,300
-39,744
| -12% | -$1M | 4.36% | 7 |
|
|
2023
Q2 | $8.84M | Sell |
337,044
-10,430
| -3% | -$273K | 4.74% | 6 |
|
|
2023
Q1 | $9.31M | Sell |
347,474
-2,440
| -0.7% | -$65.4K | 5.11% | 4 |
|
|
2022
Q4 | $9.06M | Sell |
349,914
-13,464
| -4% | -$349K | 5.2% | 4 |
|
|
2022
Q3 | $9.41M | Sell |
363,378
-4,888
| -1% | -$127K | 5.17% | 4 |
|
|
2022
Q2 | $10.3M | Sell |
368,266
-20,392
| -5% | -$569K | 5.38% | 4 |
|
|
2022
Q1 | $11.8M | Buy |
388,658
+80,686
| +26% | +$2.45M | 5.44% | 5 |
|
|
2021
Q4 | $9.68M | Buy |
307,972
+4,188
| +1% | +$132K | 4.32% | 7 |
|
|
2021
Q3 | $9.51M | Sell |
303,784
-11,762
| -4% | -$368K | 4.56% | 6 |
|
|
2021
Q2 | $9.86M | Buy |
315,546
+26,460
| +9% | +$827K | 4.61% | 5 |
|
|
2021
Q1 | $8.84M | Buy |
+289,086
| New | +$8.84M | 4.66% | 6 |
|
|
2020
Q3 | – | Sell |
-129,606
| Closed | -$3.89M | – | 112 |
|
|
2020
Q2 | $3.89M | Buy |
+129,606
| New | +$3.89M | 2% | 17 |
|